Arax Advisory Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1K | Buy |
531
+349
| +192% | +$36.2K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $17.2K | Sell |
182
-122
| -40% | -$11.5K | ﹤0.01% | 1363 |
|
|
2024
Q4 | $32.2K | Sell |
304
-13
| -4% | -$1.38K | ﹤0.01% | 1031 |
|
|
2024
Q3 | $29.8K | Buy |
317
+74
| +30% | +$6.95K | ﹤0.01% | 928 |
|
|
2024
Q2 | $20.4K | Buy |
243
+213
| +710% | +$17.9K | ﹤0.01% | 957 |
|
|
2024
Q1 | $2.33K | Hold |
30
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q4 | $2.05K | Hold |
30
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q3 | $1.82K | Hold |
30
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q2 | $1.77K | Hold |
30
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q1 | $1.75K | Buy |
30
+1
| +3% | +$58 | ﹤0.01% | 1007 |
|
|
2022
Q4 | $1.72K | Hold |
29
| – | – | ﹤0.01% | 968 |
|
|
2022
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 988 |
|
|
2022
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 963 |
|
|
2022
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 965 |
|
|
2021
Q4 | $2K | Buy |
29
+20
| +222% | +$1.38K | ﹤0.01% | 925 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 940 |
|
|
2021
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 899 |
|