Baird Financial Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $554K | Sell |
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|
2025
Q2 | $511K | Buy |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $516K | Buy |
|
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|
2024
Q3 | $455K | Buy |
|
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $995K | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $240K | Buy |
|