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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $2.92M | Buy |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $842K | Buy |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $48.2K | Hold |
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|
2023
Q1 | $47.7K | Hold |
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|
2022
Q4 | $47.2K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $45K | Sell |
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|
2022
Q1 | $89K | Sell |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $90K | Hold |
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|
2021
Q2 | $85K | Sell |
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|
2021
Q1 | $93K | Buy |
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|
2020
Q4 | $73K | Sell |
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|
2020
Q3 | $49K | Buy |
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|
2020
Q2 | $38K | Sell |
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|
2020
Q1 | $39K | Buy |
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|
2019
Q4 | $47K | Sell |
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|
2019
Q3 | $46K | Hold |
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|
2019
Q2 | $47K | Hold |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $33K | Sell |
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|
2018
Q3 | $44K | Buy |
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|
2018
Q2 | $44K | Hold |
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|
2018
Q1 | $50K | Sell |
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|
2017
Q4 | $51K | Buy |
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|
2017
Q3 | $45K | Hold |
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|
2017
Q2 | $39K | Sell |
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|
2017
Q1 | $44K | Hold |
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|
2016
Q4 | $44K | Hold |
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|
2016
Q3 | $34K | Sell |
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|
2016
Q2 | $54K | Buy |
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|
2016
Q1 | $43K | Buy |
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|
2015
Q4 | $53K | Buy |
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