Asset Management One’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,355
Closed -$1.16M 982
2025
Q1
$1.16M Buy
+12,355
New +$1.16M ﹤0.01% 767
2023
Q2
Sell
-8,492
Closed -$502K 1027
2023
Q1
$502K Buy
+8,492
New +$502K ﹤0.01% 872