Axiom Investors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.3M | Sell |
109,093
-31,625
| -22% | -$3.28M | 0.09% | 66 |
|
2025
Q1 | $13.3M | Sell |
140,718
-76,849
| -35% | -$7.24M | 0.13% | 63 |
|
2024
Q4 | $23.1M | Buy |
217,567
+10,039
| +5% | +$1.06M | 0.17% | 57 |
|
2024
Q3 | $19.5M | Sell |
207,528
-17,730
| -8% | -$1.66M | 0.17% | 60 |
|
2024
Q2 | $19M | Buy |
225,258
+28,953
| +15% | +$2.44M | 0.17% | 63 |
|
2024
Q1 | $15.3M | Buy |
196,305
+89,580
| +84% | +$7M | 0.13% | 73 |
|
2023
Q4 | $7.38M | Buy |
106,725
+76,075
| +248% | +$5.26M | 0.07% | 97 |
|
2023
Q3 | $1.88M | Buy |
30,650
+11,195
| +58% | +$688K | 0.03% | 102 |
|
2023
Q2 | $1.16M | Sell |
19,455
-5,920
| -23% | -$353K | 0.02% | 118 |
|
2023
Q1 | $1.5M | Sell |
25,375
-27,525
| -52% | -$1.63M | 0.02% | 113 |
|
2022
Q4 | $3.09M | Buy |
52,900
+1,505
| +3% | +$87.8K | 0.06% | 95 |
|
2022
Q3 | $2.67M | Buy |
51,395
+14,650
| +40% | +$761K | 0.06% | 101 |
|
2022
Q2 | $2.06M | Sell |
36,745
-31,675
| -46% | -$1.77M | 0.06% | 102 |
|
2022
Q1 | $4.65M | Sell |
68,420
-34,570
| -34% | -$2.35M | 0.11% | 84 |
|
2021
Q4 | $7.25M | Buy |
102,990
+47,675
| +86% | +$3.36M | 0.13% | 79 |
|
2021
Q3 | $3.76M | Sell |
55,315
-5,770
| -9% | -$392K | 0.06% | 101 |
|
2021
Q2 | $3.96M | Sell |
61,085
-13,776
| -18% | -$894K | 0.06% | 99 |
|
2021
Q1 | $4.8M | Sell |
74,861
-827
| -1% | -$53K | 0.09% | 95 |
|
2020
Q4 | $3.82M | Buy |
75,688
+28,337
| +60% | +$1.43M | 0.06% | 97 |
|
2020
Q3 | $1.6M | Sell |
47,351
-21,282
| -31% | -$717K | 0.03% | 99 |
|
2020
Q2 | $2.17M | Buy |
68,633
+8,940
| +15% | +$283K | 0.04% | 96 |
|
2020
Q1 | $1.64M | Sell |
59,693
-12,510
| -17% | -$344K | 0.04% | 92 |
|
2019
Q4 | $2.92M | Buy |
72,203
+24,849
| +52% | +$1M | 0.07% | 94 |
|
2019
Q3 | $1.81M | Sell |
47,354
-1,110
| -2% | -$42.5K | 0.05% | 100 |
|
2019
Q2 | $1.91M | Buy |
48,464
+6,794
| +16% | +$267K | 0.05% | 101 |
|
2019
Q1 | $1.47M | Sell |
41,670
-2,625
| -6% | -$92.4K | 0.05% | 109 |
|
2018
Q4 | $1.22M | Sell |
44,295
-2,235
| -5% | -$61.7K | 0.04% | 116 |
|
2018
Q3 | $1.59M | Sell |
46,530
-22,943
| -33% | -$784K | 0.05% | 126 |
|
2018
Q2 | $2.42M | Sell |
69,473
-45,933
| -40% | -$1.6M | 0.07% | 118 |
|
2018
Q1 | $4.56M | Sell |
115,406
-16,752
| -13% | -$661K | 0.11% | 95 |
|
2017
Q4 | $5.25M | Buy |
+132,158
| New | +$5.25M | 0.13% | 87 |
|