AMG National Trust Bank’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-14,162
| Closed | -$1.18M | – | 494 |
|
|
2025
Q4 | $1.18M | Buy |
14,162
+342
| +2% | +$27.3K | 0.03% | 278 |
|
|
2025
Q3 | $1.05M | Sell |
13,820
-246
| -2% | -$18.4K | 0.03% | 291 |
|
|
2025
Q2 | $973K | Buy |
14,066
+33
| +0.2% | +$2.03K | 0.03% | 299 |
|
|
2025
Q1 | $882K | Sell |
14,033
-5,565
| -28% | -$392K | 0.02% | 302 |
|
|
2024
Q4 | $1.39M | Sell |
19,598
-10,960
| -36% | -$782K | 0.04% | 238 |
|
|
2024
Q3 | $1.91M | Sell |
30,558
-1,143
| -4% | -$65.2K | 0.05% | 201 |
|
|
2024
Q2 | $1.78M | Sell |
31,701
-93
| -0.3% | -$4.93K | 0.05% | 212 |
|
|
2024
Q1 | $1.66M | Buy |
31,794
+625
| +2% | +$30.8K | 0.05% | 212 |
|
|
2023
Q4 | $1.44M | Sell |
31,169
-249
| -0.8% | -$10.2K | 0.05% | 226 |
|
|
2023
Q3 | $1.29M | Buy |
+31,418
| New | +$1.32M | 0.05% | 236 |
|
|
2020
Q4 | – | Sell |
-21,269
| Closed | -$478K | – | 460 |
|
|
2020
Q3 | $478K | Sell |
21,269
-19,067
| -47% | -$426K | 0.02% | 324 |
|
|
2020
Q2 | $850K | Sell |
40,336
-1,055
| -3% | -$21.2K | 0.04% | 238 |
|
|
2020
Q1 | $759K | Sell |
41,391
-7
| -0% | -$175 | 0.06% | 135 |
|
|
2019
Q4 | $1.12M | Buy |
41,398
+151
| +0.4% | +$3.95K | 0.06% | 137 |
|
|
2019
Q3 | $1.05M | Buy |
41,247
+1,802
| +5% | +$45.3K | 0.06% | 139 |
|
|
2019
Q2 | $1.03M | Sell |
39,445
-133
| -0.3% | -$3.39K | 0.06% | 136 |
|
|
2019
Q1 | $928K | Sell |
39,578
-8,374
| -17% | -$190K | 0.06% | 140 |
|
|
2018
Q4 | $882K | Sell |
47,952
-2,713
| -5% | -$56.2K | 0.06% | 143 |
|
|
2018
Q3 | $1.15M | Buy |
50,665
+670
| +1% | +$16.1K | 0.07% | 130 |
|
|
2018
Q2 | $1.16M | Sell |
49,995
-171
| -0.3% | -$4.45K | 0.07% | 126 |
|
|
2018
Q1 | $1.32M | Buy |
50,166
+394
| +0.8% | +$11.2K | 0.09% | 119 |
|
|
2017
Q4 | $1.32M | Buy |
49,772
+47
| +0.1% | +$1.15K | 0.09% | 126 |
|
|
2017
Q3 | $1.18M | Buy |
49,725
+1,460
| +3% | +$31.6K | 0.08% | 129 |
|
|
2017
Q2 | $986K | Buy |
48,265
+12,148
| +34% | +$249K | 0.07% | 132 |
|
|
2017
Q1 | $805K | Sell |
36,117
-9,729
| -21% | -$224K | 0.06% | 148 |
|
|
2016
Q4 | $1.02M | Buy |
45,846
+898
| +2% | +$18K | 0.08% | 126 |
|
|
2016
Q3 | $768K | Buy |
44,948
+4,792
| +12% | +$77K | 0.07% | 135 |
|
|
2016
Q2 | $561K | Sell |
40,156
-1,192
| -3% | -$17.7K | 0.05% | 162 |
|
|
2016
Q1 | $544K | Buy |
41,348
+18,013
| +77% | +$256K | 0.05% | 173 |
|
|
2015
Q4 | $439K | Hold |
23,335
| – | – | 0.04% | 190 |
|
|
2015
Q3 | $437K | Sell |
23,335
-81
| -0.3% | -$1.83K | 0.04% | 198 |
|
|
2015
Q2 | $601K | Sell |
23,416
-142
| -0.6% | -$3.5K | 0.06% | 152 |
|
|
2015
Q1 | $584K | Sell |
23,558
-229
| -1% | -$5.29K | 0.06% | 153 |
|
|
2014
Q4 | $539K | Sell |
23,787
-1,888
| -7% | -$40K | 0.05% | 172 |
|
|
2014
Q3 | $535K | Sell |
25,675
-5,033
| -16% | -$105K | 0.06% | 166 |
|
|
2014
Q2 | $646K | Sell |
30,708
-135
| -0.4% | -$2.78K | 0.07% | 152 |
|
|
2014
Q1 | $682K | Sell |
30,843
-556
| -2% | -$11.8K | 0.07% | 150 |
|
|
2013
Q4 | $669K | Buy |
31,399
+691
| +2% | +$13.3K | 0.07% | 148 |
|
|
2013
Q3 | $563K | Sell |
30,708
-245
| -0.8% | -$4.28K | 0.07% | 147 |
|
|
2013
Q2 | $491K | Buy |
+30,953
| New | +$469K | 0.07% | 152 |
|
Other funds holding SF
VPM
VCM
