Avion Wealth’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1K	Buy	+10	New	+$1K	﹤0.01%	1057
2023 Q4	–	Sell	-8	Closed	–	–	1318
2023 Q3	$0	Buy	+8	New	–	﹤0.01%	1159
2023 Q2	–	Sell	-9	Closed	–	–	1000
2023 Q1	$0	Buy	+9	New	–	﹤0.01%	751