AssetMark Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
27,823
-691
| -2% | -$71.7K | 0.01% | 696 |
|
|
2025
Q1 | $2.69M | Buy |
28,514
+992
| +4% | +$93.5K | 0.01% | 651 |
|
|
2024
Q4 | $2.92M | Buy |
27,522
+1,149
| +4% | +$122K | 0.01% | 628 |
|
|
2024
Q3 | $2.48M | Buy |
26,373
+1,622
| +7% | +$152K | 0.01% | 610 |
|
|
2024
Q2 | $2.08M | Buy |
24,751
+5,593
| +29% | +$471K | 0.01% | 604 |
|
|
2024
Q1 | $1.5M | Buy |
19,158
+6,986
| +57% | +$546K | ﹤0.01% | 640 |
|
|
2023
Q4 | $842K | Buy |
12,172
+2,844
| +30% | +$197K | ﹤0.01% | 715 |
|
|
2023
Q3 | $573K | Buy |
9,328
+8,520
| +1,054% | +$523K | ﹤0.01% | 728 |
|
|
2023
Q2 | $48.2K | Hold |
808
| – | – | ﹤0.01% | 1087 |
|
|
2023
Q1 | $47.7K | Hold |
808
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q4 | $47.2K | Hold |
808
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q3 | $42K | Hold |
808
| – | – | ﹤0.01% | 984 |
|
|
2022
Q2 | $45K | Sell |
808
-500
| -38% | -$27.8K | ﹤0.01% | 941 |
|
|
2022
Q1 | $89K | Sell |
1,308
-10
| -0.8% | -$680 | ﹤0.01% | 804 |
|
|
2021
Q4 | $93K | Hold |
1,318
| – | – | ﹤0.01% | 802 |
|
|
2021
Q3 | $90K | Hold |
1,318
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $85K | Sell |
1,318
-128
| -9% | -$8.26K | ﹤0.01% | 658 |
|
|
2021
Q1 | $93K | Buy |
1,446
+1
| +0.1% | +$64 | ﹤0.01% | 634 |
|
|
2020
Q4 | $73K | Sell |
1,445
-4
| -0.3% | -$202 | ﹤0.01% | 645 |
|
|
2020
Q3 | $49K | Buy |
1,449
+262
| +22% | +$8.86K | ﹤0.01% | 681 |
|
|
2020
Q2 | $38K | Sell |
1,187
-214
| -15% | -$6.85K | ﹤0.01% | 700 |
|
|
2020
Q1 | $39K | Buy |
1,401
+237
| +20% | +$6.6K | ﹤0.01% | 735 |
|
|
2019
Q4 | $47K | Sell |
1,164
-30
| -3% | -$1.21K | ﹤0.01% | 766 |
|
|
2019
Q3 | $46K | Hold |
1,194
| – | – | ﹤0.01% | 740 |
|
|
2019
Q2 | $47K | Hold |
1,194
| – | – | ﹤0.01% | 712 |
|
|
2019
Q1 | $42K | Hold |
1,194
| – | – | ﹤0.01% | 734 |
|
|
2018
Q4 | $33K | Sell |
1,194
-93
| -7% | -$2.57K | ﹤0.01% | 779 |
|
|
2018
Q3 | $44K | Buy |
1,287
+22
| +2% | +$752 | ﹤0.01% | 773 |
|
|
2018
Q2 | $44K | Hold |
1,265
| – | – | ﹤0.01% | 748 |
|
|
2018
Q1 | $50K | Sell |
1,265
-16
| -1% | -$632 | ﹤0.01% | 732 |
|
|
2017
Q4 | $51K | Buy |
1,281
+16
| +1% | +$637 | ﹤0.01% | 782 |
|
|
2017
Q3 | $45K | Hold |
1,265
| – | – | ﹤0.01% | 727 |
|
|
2017
Q2 | $39K | Sell |
1,265
-49
| -4% | -$1.51K | ﹤0.01% | 736 |
|
|
2017
Q1 | $44K | Hold |
1,314
| – | – | ﹤0.01% | 671 |
|
|
2016
Q4 | $44K | Hold |
1,314
| – | – | ﹤0.01% | 655 |
|
|
2016
Q3 | $34K | Sell |
1,314
-1,245
| -49% | -$32.2K | ﹤0.01% | 726 |
|
|
2016
Q2 | $54K | Buy |
2,559
+391
| +18% | +$8.25K | ﹤0.01% | 585 |
|
|
2016
Q1 | $43K | Buy |
2,168
+290
| +15% | +$5.75K | ﹤0.01% | 586 |
|
|
2015
Q4 | $53K | Buy |
+1,878
| New | +$53K | ﹤0.01% | 607 |
|