AssetMark Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.64M | Sell |
35,780
-3,771
| -10% | -$299K | 0.01% | 819 |
|
|
2025
Q4 | $3.3M | Sell |
39,551
-2,152
| -5% | -$172K | 0.01% | 745 |
|
|
2025
Q3 | $3.15M | Sell |
41,703
-32
| -0.1% | -$2.4K | 0.01% | 722 |
|
|
2025
Q2 | $2.89M | Sell |
41,735
-1,036
| -2% | -$63.6K | 0.01% | 696 |
|
|
2025
Q1 | $2.69M | Buy |
42,771
+1,488
| +4% | +$105K | 0.01% | 651 |
|
|
2024
Q4 | $2.92M | Buy |
41,283
+1,723
| +4% | +$123K | 0.01% | 628 |
|
|
2024
Q3 | $2.48M | Buy |
39,560
+2,433
| +7% | +$139K | 0.01% | 610 |
|
|
2024
Q2 | $2.08M | Buy |
37,127
+8,390
| +29% | +$445K | 0.01% | 604 |
|
|
2024
Q1 | $1.5M | Buy |
28,737
+10,479
| +57% | +$516K | ﹤0.01% | 640 |
|
|
2023
Q4 | $842K | Buy |
18,258
+4,266
| +30% | +$175K | ﹤0.01% | 715 |
|
|
2023
Q3 | $573K | Buy |
13,992
+12,780
| +1,054% | +$538K | ﹤0.01% | 728 |
|
|
2023
Q2 | $48.2K | Hold |
1,212
| – | – | ﹤0.01% | 1087 |
|
|
2023
Q1 | $47.7K | Hold |
1,212
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q4 | $47.2K | Hold |
1,212
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q3 | $42K | Hold |
1,212
| – | – | ﹤0.01% | 984 |
|
|
2022
Q2 | $45K | Sell |
1,212
-750
| -38% | -$31.1K | ﹤0.01% | 941 |
|
|
2022
Q1 | $89K | Sell |
1,962
-15
| -0.8% | -$720 | ﹤0.01% | 804 |
|
|
2021
Q4 | $93K | Hold |
1,977
| – | – | ﹤0.01% | 802 |
|
|
2021
Q3 | $90K | Hold |
1,977
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $85K | Sell |
1,977
-192
| -9% | -$8.61K | ﹤0.01% | 658 |
|
|
2021
Q1 | $93K | Buy |
2,169
+1
| +0% | +$39 | ﹤0.01% | 634 |
|
|
2020
Q4 | $73K | Sell |
2,168
-6
| -0.3% | -$178 | ﹤0.01% | 645 |
|
|
2020
Q3 | $49K | Buy |
2,174
+394
| +22% | +$8.8K | ﹤0.01% | 681 |
|
|
2020
Q2 | $38K | Sell |
1,780
-322
| -15% | -$6.47K | ﹤0.01% | 700 |
|
|
2020
Q1 | $39K | Buy |
2,102
+356
| +20% | +$8.92K | ﹤0.01% | 735 |
|
|
2019
Q4 | $47K | Sell |
1,746
-45
| -3% | -$1.18K | ﹤0.01% | 766 |
|
|
2019
Q3 | $46K | Hold |
1,791
| – | – | ﹤0.01% | 740 |
|
|
2019
Q2 | $47K | Hold |
1,791
| – | – | ﹤0.01% | 712 |
|
|
2019
Q1 | $42K | Hold |
1,791
| – | – | ﹤0.01% | 734 |
|
|
2018
Q4 | $33K | Sell |
1,791
-140
| -7% | -$2.9K | ﹤0.01% | 779 |
|
|
2018
Q3 | $44K | Buy |
1,931
+34
| +2% | +$818 | ﹤0.01% | 773 |
|
|
2018
Q2 | $44K | Hold |
1,897
| – | – | ﹤0.01% | 748 |
|
|
2018
Q1 | $50K | Sell |
1,897
-25
| -1% | -$708 | ﹤0.01% | 732 |
|
|
2017
Q4 | $51K | Buy |
1,922
+25
| +1% | +$612 | ﹤0.01% | 782 |
|
|
2017
Q3 | $45K | Hold |
1,897
| – | – | ﹤0.01% | 727 |
|
|
2017
Q2 | $39K | Sell |
1,897
-74
| -4% | -$1.52K | ﹤0.01% | 736 |
|
|
2017
Q1 | $44K | Hold |
1,971
| – | – | ﹤0.01% | 671 |
|
|
2016
Q4 | $44K | Hold |
1,971
| – | – | ﹤0.01% | 655 |
|
|
2016
Q3 | $34K | Sell |
1,971
-1,868
| -49% | -$30K | ﹤0.01% | 726 |
|
|
2016
Q2 | $54K | Buy |
3,839
+588
| +18% | +$8.74K | ﹤0.01% | 585 |
|
|
2016
Q1 | $43K | Buy |
3,251
+434
| +15% | +$6.17K | ﹤0.01% | 586 |
|
|
2015
Q4 | $53K | Buy |
+2,817
| New | +$54.8K | ﹤0.01% | 607 |
|
Other funds holding SF
VPM
VCM
