Annis Gardner Whiting Capital 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 | $6.95K | Hold |
67
| – | – | ﹤0.01% | 796 |
|
|
2025
Q1 | $6.32K | Hold |
67
| – | – | ﹤0.01% | 601 |
|
|
2024
Q4 | $7.11K | Hold |
67
| – | – | ﹤0.01% | 576 |
|
|
2024
Q3 | $6.29K | Sell |
67
-33
| -33% | -$3.1K | ﹤0.01% | 611 |
|
|
2024
Q2 | $8.42K | Hold |
100
| – | – | ﹤0.01% | 708 |
|
|
2024
Q1 | $7.82K | Hold |
100
| – | – | ﹤0.01% | 703 |
|
|
2023
Q4 | $6.92K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $6.14K | Buy |
+100
| New | +$6.14K | ﹤0.01% | 508 |
|