Avantax Advisory Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
11,500
+1,178
| +11% | +$122K | 0.01% | 1059 |
|
|
2025
Q1 | $973K | Sell |
10,322
-623
| -6% | -$58.7K | 0.01% | 1100 |
|
|
2024
Q4 | $1.16M | Buy |
10,945
+341
| +3% | +$36.2K | 0.01% | 971 |
|
|
2024
Q3 | $996K | Buy |
10,604
+225
| +2% | +$21.1K | 0.01% | 1025 |
|
|
2024
Q2 | $873K | Buy |
+10,379
| New | +$873K | 0.01% | 1056 |
|