Baird Financial Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
4,927
+33
| +0.7% | +$3.43K | ﹤0.01% | 1410 |
|
|
2025
Q1 | $461K | Buy |
4,894
+28
| +0.6% | +$2.64K | ﹤0.01% | 1420 |
|
|
2024
Q4 | $516K | Buy |
4,866
+20
| +0.4% | +$2.12K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $455K | Buy |
4,846
+946
| +24% | +$88.8K | ﹤0.01% | 1408 |
|
|
2024
Q2 | $328K | Hold |
3,900
| – | – | ﹤0.01% | 1530 |
|
|
2024
Q1 | $305K | Buy |
3,900
+102
| +3% | +$7.97K | ﹤0.01% | 1545 |
|
|
2023
Q4 | $263K | Sell |
3,798
-111
| -3% | -$7.68K | ﹤0.01% | 1561 |
|
|
2023
Q3 | $240K | Hold |
3,909
| – | – | ﹤0.01% | 1570 |
|
|
2023
Q2 | $233K | Sell |
3,909
-33
| -0.8% | -$1.97K | ﹤0.01% | 1572 |
|
|
2023
Q1 | $233K | Buy |
3,942
+25
| +0.6% | +$1.48K | ﹤0.01% | 1574 |
|
|
2022
Q4 | $229K | Buy |
+3,917
| New | +$229K | ﹤0.01% | 1564 |
|
|
2022
Q3 | – | Sell |
-17,771
| Closed | -$995K | – | 1826 |
|
|
2022
Q2 | $995K | Buy |
17,771
+302
| +2% | +$16.9K | ﹤0.01% | 1086 |
|
|
2022
Q1 | $1.19M | Sell |
17,469
-496
| -3% | -$33.7K | ﹤0.01% | 1072 |
|
|
2021
Q4 | $1.27M | Buy |
17,965
+40
| +0.2% | +$2.82K | ﹤0.01% | 1113 |
|
|
2021
Q3 | $1.22M | Buy |
17,925
+14,174
| +378% | +$963K | ﹤0.01% | 1125 |
|
|
2021
Q2 | $243K | Hold |
3,751
| – | – | ﹤0.01% | 1629 |
|
|
2021
Q1 | $240K | Buy |
+3,751
| New | +$240K | ﹤0.01% | 1587 |
|