Avior Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-802
| Closed | -$85.1K | – | 2041 |
|
|
2024
Q4 | $85.1K | Sell |
802
-7
| -0.9% | -$743 | ﹤0.01% | 952 |
|
|
2024
Q3 | $76K | Sell |
809
-7
| -0.9% | -$657 | ﹤0.01% | 969 |
|
|
2024
Q2 | $68.7K | Sell |
816
-709
| -46% | -$59.7K | ﹤0.01% | 986 |
|
|
2024
Q1 | $119K | Buy |
+1,525
| New | +$119K | 0.01% | 890 |
|