Atria Investments’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
17,393
-1,937
| -10% | -$201K | 0.02% | 769 |
|
|
2025
Q1 | $1.82M | Buy |
19,330
+842
| +5% | +$79.4K | 0.02% | 746 |
|
|
2024
Q4 | $1.96M | Sell |
18,488
-549
| -3% | -$58.2K | 0.02% | 686 |
|
|
2024
Q3 | $1.79M | Sell |
19,037
-2,148
| -10% | -$202K | 0.02% | 704 |
|
|
2024
Q2 | $1.78M | Buy |
21,185
+208
| +1% | +$17.5K | 0.02% | 688 |
|
|
2024
Q1 | $1.64M | Buy |
+20,977
| New | +$1.64M | 0.02% | 737 |
|