Axiom Investors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.3M | Sell |
193,310
-78,901
| -29% | -$6.27M | 0.16% | 57 |
|
|
2025
Q4 | $22.7M | Buy |
272,211
+19,858
| +8% | +$1.59M | 0.2% | 45 |
|
|
2025
Q3 | $19.1M | Buy |
252,353
+88,713
| +54% | +$6.64M | 0.14% | 61 |
|
|
2025
Q2 | $11.3M | Sell |
163,640
-47,437
| -22% | -$2.91M | 0.09% | 66 |
|
|
2025
Q1 | $13.3M | Sell |
211,077
-115,274
| -35% | -$8.13M | 0.13% | 63 |
|
|
2024
Q4 | $23.1M | Buy |
326,351
+15,059
| +5% | +$1.08M | 0.17% | 57 |
|
|
2024
Q3 | $19.5M | Sell |
311,292
-26,595
| -8% | -$1.52M | 0.17% | 60 |
|
|
2024
Q2 | $19M | Buy |
337,887
+43,429
| +15% | +$2.3M | 0.17% | 63 |
|
|
2024
Q1 | $15.3M | Buy |
294,458
+134,370
| +84% | +$6.62M | 0.13% | 73 |
|
|
2023
Q4 | $7.38M | Buy |
160,088
+114,113
| +248% | +$4.69M | 0.07% | 97 |
|
|
2023
Q3 | $1.88M | Buy |
45,975
+16,792
| +58% | +$707K | 0.03% | 102 |
|
|
2023
Q2 | $1.16M | Sell |
29,183
-8,880
| -23% | -$346K | 0.02% | 118 |
|
|
2023
Q1 | $1.5M | Sell |
38,063
-41,287
| -52% | -$1.74M | 0.02% | 113 |
|
|
2022
Q4 | $3.09M | Buy |
79,350
+2,257
| +3% | +$89.3K | 0.06% | 95 |
|
|
2022
Q3 | $2.67M | Buy |
77,093
+21,975
| +40% | +$865K | 0.06% | 101 |
|
|
2022
Q2 | $2.06M | Sell |
55,118
-47,512
| -46% | -$1.97M | 0.06% | 102 |
|
|
2022
Q1 | $4.65M | Sell |
102,630
-51,855
| -34% | -$2.49M | 0.11% | 84 |
|
|
2021
Q4 | $7.25M | Buy |
154,485
+71,512
| +86% | +$3.47M | 0.13% | 79 |
|
|
2021
Q3 | $3.76M | Sell |
82,973
-8,655
| -9% | -$386K | 0.06% | 101 |
|
|
2021
Q2 | $3.96M | Sell |
91,628
-20,664
| -18% | -$927K | 0.06% | 99 |
|
|
2021
Q1 | $4.8M | Sell |
112,292
-1,240
| -1% | -$48.3K | 0.09% | 95 |
|
|
2020
Q4 | $3.82M | Buy |
113,532
+42,506
| +60% | +$1.26M | 0.06% | 97 |
|
|
2020
Q3 | $1.6M | Sell |
71,026
-31,923
| -31% | -$713K | 0.03% | 99 |
|
|
2020
Q2 | $2.17M | Buy |
102,949
+13,410
| +15% | +$269K | 0.04% | 96 |
|
|
2020
Q1 | $1.64M | Sell |
89,539
-18,765
| -17% | -$470K | 0.04% | 92 |
|
|
2019
Q4 | $2.92M | Buy |
108,304
+37,274
| +52% | +$974K | 0.07% | 94 |
|
|
2019
Q3 | $1.81M | Sell |
71,030
-1,665
| -2% | -$41.8K | 0.05% | 100 |
|
|
2019
Q2 | $1.91M | Buy |
72,695
+10,190
| +16% | +$259K | 0.05% | 101 |
|
|
2019
Q1 | $1.47M | Sell |
62,505
-3,937
| -6% | -$89.2K | 0.05% | 109 |
|
|
2018
Q4 | $1.22M | Sell |
66,442
-3,353
| -5% | -$69.5K | 0.04% | 116 |
|
|
2018
Q3 | $1.59M | Sell |
69,795
-34,414
| -33% | -$828K | 0.05% | 126 |
|
|
2018
Q2 | $2.42M | Sell |
104,209
-68,899
| -40% | -$1.79M | 0.07% | 118 |
|
|
2018
Q1 | $4.56M | Sell |
173,108
-25,128
| -13% | -$712K | 0.11% | 95 |
|
|
2017
Q4 | $5.25M | Buy |
+198,236
| New | +$4.85M | 0.13% | 87 |
|
Other funds holding SF
VPM
VCM