Annis Gardner Whiting Capital Advisors’s Stifel SF Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.95K	Hold
2025 Q1	$6.32K	Hold
2024 Q4	$7.11K	Hold
2024 Q3	$6.29K	Sell
2024 Q2	$8.41K	Hold
2024 Q1	$7.82K	Hold
2023 Q4	$6.92K	Hold
2023 Q3	$6.14K	Buy