Avantax Advisory Services’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
$1.19M Buy
2025
Q1
$973K Sell
2024
Q4
$1.16M Buy
2024
Q3
$996K Buy
2024
Q2
$873K Buy