Bank of America’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 | $139M | Buy |
1,875,501
+102,405
| +6% | +$8.13M | 0.01% | 916 |
|
|
2025
Q4 | $148M | Buy |
1,773,096
+74,625
| +4% | +$5.96M | 0.01% | 885 |
|
|
2025
Q3 | $128M | Buy |
1,698,471
+49,758
| +3% | +$3.73M | 0.01% | 1055 |
|
|
2025
Q2 | $114M | Sell |
1,648,713
-132,930
| -7% | -$8.16M | 0.01% | 1075 |
|
|
2025
Q1 | $112M | Buy |
1,781,643
+236,121
| +15% | +$16.6M | 0.01% | 1021 |
|
|
2024
Q4 | $109M | Buy |
1,545,522
+44,016
| +3% | +$3.14M | 0.01% | 980 |
|
|
2024
Q3 | $94M | Sell |
1,501,506
-16,094
| -1% | -$918K | 0.01% | 1102 |
|
|
2024
Q2 | $85.1M | Sell |
1,517,600
-26,650
| -2% | -$1.41M | 0.01% | 1108 |
|
|
2024
Q1 | $80.5M | Buy |
1,544,250
+197,671
| +15% | +$9.73M | 0.01% | 1156 |
|
|
2023
Q4 | $62.1M | Sell |
1,346,579
-13,099
| -1% | -$539K | 0.01% | 1213 |
|
|
2023
Q3 | $55.7M | Buy |
1,359,678
+87,850
| +7% | +$3.7M | 0.01% | 1218 |
|
|
2023
Q2 | $50.6M | Sell |
1,271,828
-257,328
| -17% | -$10M | 0.01% | 1299 |
|
|
2023
Q1 | $60.2M | Buy |
1,529,156
+48,276
| +3% | +$2.03M | 0.01% | 1234 |
|
|
2022
Q4 | $57.6M | Buy |
1,480,880
+61,091
| +4% | +$2.42M | 0.01% | 1201 |
|
|
2022
Q3 | $49.1M | Buy |
1,419,789
+79,569
| +6% | +$3.13M | 0.01% | 1269 |
|
|
2022
Q2 | $50.1M | Buy |
1,340,220
+2,334
| +0.2% | +$96.9K | 0.01% | 1268 |
|
|
2022
Q1 | $60.6M | Buy |
1,337,886
+70,665
| +6% | +$3.39M | 0.01% | 1235 |
|
|
2021
Q4 | $59.5M | Sell |
1,267,221
-17,784
| -1% | -$864K | 0.01% | 1302 |
|
|
2021
Q3 | $58.2M | Sell |
1,285,005
-27,282
| -2% | -$1.22M | 0.01% | 1260 |
|
|
2021
Q2 | $56.7M | Sell |
1,312,287
-78,858
| -6% | -$3.54M | 0.01% | 1289 |
|
|
2021
Q1 | $59.4M | Buy |
1,391,145
+339,615
| +32% | +$13.2M | 0.01% | 1187 |
|
|
2020
Q4 | $35.4M | Sell |
1,051,530
-12,810
| -1% | -$380K | ﹤0.01% | 1418 |
|
|
2020
Q3 | $23.9M | Buy |
1,064,340
+134,946
| +15% | +$3.01M | ﹤0.01% | 1565 |
|
|
2020
Q2 | $19.6M | Buy |
929,394
+59,657
| +7% | +$1.2M | ﹤0.01% | 1634 |
|
|
2020
Q1 | $16M | Sell |
869,737
-123,278
| -12% | -$3.09M | ﹤0.01% | 1680 |
|
|
2019
Q4 | $26.8M | Sell |
993,015
-57,740
| -5% | -$1.51M | ﹤0.01% | 1642 |
|
|
2019
Q3 | $26.8M | Sell |
1,050,755
-92,769
| -8% | -$2.33M | ﹤0.01% | 1582 |
|
|
2019
Q2 | $30M | Buy |
1,143,524
+38,301
| +3% | +$975K | ﹤0.01% | 1503 |
|
|
2019
Q1 | $25.9M | Buy |
1,105,223
+125,080
| +13% | +$2.83M | ﹤0.01% | 1599 |
|
|
2018
Q4 | $18M | Sell |
980,143
-75,667
| -7% | -$1.57M | ﹤0.01% | 1754 |
|
|
2018
Q3 | $24.1M | Buy |
1,055,810
+277,281
| +36% | +$6.67M | ﹤0.01% | 1663 |
|
|
2018
Q2 | $18.1M | Buy |
778,529
+2,050
| +0.3% | +$53.3K | ﹤0.01% | 1900 |
|
|
2018
Q1 | $20.4M | Sell |
776,479
-997
| -0.1% | -$28.3K | ﹤0.01% | 1757 |
|
|
2017
Q4 | $20.6M | Sell |
777,476
-402,890
| -34% | -$9.86M | ﹤0.01% | 1769 |
|
|
2017
Q3 | $28M | Buy |
1,180,366
+215,037
| +22% | +$4.66M | ﹤0.01% | 1586 |
|
|
2017
Q2 | $19.7M | Sell |
965,329
-118,006
| -11% | -$2.42M | ﹤0.01% | 1750 |
|
|
2017
Q1 | $24.2M | Sell |
1,083,335
-582
| -0.1% | -$13.4K | 0.01% | 1590 |
|
|
2016
Q4 | $24.1M | Buy |
1,083,917
+178,342
| +20% | +$3.58M | 0.01% | 1524 |
|
|
2016
Q3 | $15.5M | Buy |
905,575
+11,405
| +1% | +$183K | ﹤0.01% | 1852 |
|
|
2016
Q2 | $12.5M | Buy |
894,170
+2,205
| +0.2% | +$32.8K | ﹤0.01% | 1989 |
|
|
2016
Q1 | $11.7M | Buy |
891,965
+171,790
| +24% | +$2.44M | ﹤0.01% | 2011 |
|
|
2015
Q4 | $13.6M | Sell |
720,175
-105,795
| -13% | -$2.06M | ﹤0.01% | 1976 |
|
|
2015
Q3 | $15.5M | Buy |
825,970
+811,667
| +5,675% | +$18.4M | ﹤0.01% | 1817 |
|
|
2015
Q2 | $367K | Buy |
14,303
+5,524
| +63% | +$136K | ﹤0.01% | 4916 |
|
|
2015
Q1 | $217K | Buy |
8,779
+198
| +2% | +$4.57K | ﹤0.01% | 4873 |
|
|
2014
Q4 | $195K | Sell |
8,581
-4,330
| -34% | -$91.6K | ﹤0.01% | 5388 |
|
|
2014
Q3 | $269K | Sell |
12,911
-1,748
| -12% | -$36.4K | ﹤0.01% | 5113 |
|
|
2014
Q2 | $309K | Sell |
14,659
-7,020
| -32% | -$145K | ﹤0.01% | 5103 |
|
|
2014
Q1 | $480K | Sell |
21,679
-33,000
| -60% | -$701K | ﹤0.01% | 4636 |
|
|
2013
Q4 | $1.16M | Buy |
54,679
+38,942
| +247% | +$748K | ﹤0.01% | 3903 |
|
|
2013
Q3 | $288K | Buy |
15,737
+1,330
| +9% | +$23.2K | ﹤0.01% | 5117 |
|
|
2013
Q2 | $228K | Buy |
+14,407
| New | +$218K | ﹤0.01% | 5495 |
|
Other funds holding SF
VPM
VCM
