Avior Wealth Management’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$85.1K Sell
2024
Q3
$76K Sell
2024
Q2
$68.7K Sell
2024
Q1
$119K Buy