Ancora Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
197,212
+61,257
| +45% | +$6.36M | 0.42% | 49 |
|
|
2025
Q1 | $12.8M | Buy |
135,955
+3,877
| +3% | +$365K | 0.29% | 69 |
|
|
2024
Q4 | $14M | Sell |
132,078
-587
| -0.4% | -$62.3K | 0.31% | 63 |
|
|
2024
Q3 | $12.5M | Buy |
132,665
+7,209
| +6% | +$677K | 0.28% | 75 |
|
|
2024
Q2 | $10.6M | Buy |
+125,456
| New | +$10.6M | 0.26% | 77 |
|