Bank of America’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114M | Sell |
1,099,142
-88,620
| -7% | -$9.2M | 0.01% | 965 |
|
|
2025
Q1 | $112M | Buy |
1,187,762
+157,414
| +15% | +$14.8M | 0.01% | 925 |
|
|
2024
Q4 | $109M | Buy |
1,030,348
+29,344
| +3% | +$3.11M | 0.01% | 881 |
|
|
2024
Q3 | $94M | Sell |
1,001,004
-10,729
| -1% | -$1.01M | 0.01% | 991 |
|
|
2024
Q2 | $85.1M | Sell |
1,011,733
-17,767
| -2% | -$1.5M | 0.01% | 1000 |
|
|
2024
Q1 | $80.5M | Buy |
1,029,500
+131,781
| +15% | +$10.3M | 0.01% | 1035 |
|
|
2023
Q4 | $62.1M | Sell |
897,719
-8,733
| -1% | -$604K | 0.01% | 1047 |
|
|
2023
Q3 | $55.7M | Buy |
906,452
+58,567
| +7% | +$3.6M | 0.01% | 1069 |
|
|
2023
Q2 | $50.6M | Sell |
847,885
-171,552
| -17% | -$10.2M | 0.01% | 1146 |
|
|
2023
Q1 | $60.2M | Buy |
1,019,437
+32,184
| +3% | +$1.9M | 0.01% | 1102 |
|
|
2022
Q4 | $57.6M | Buy |
987,253
+40,727
| +4% | +$2.38M | 0.01% | 1059 |
|
|
2022
Q3 | $49.1M | Buy |
946,526
+53,046
| +6% | +$2.75M | 0.01% | 1123 |
|
|
2022
Q2 | $50.1M | Buy |
893,480
+1,556
| +0.2% | +$87.2K | 0.01% | 1135 |
|
|
2022
Q1 | $60.6M | Buy |
891,924
+47,110
| +6% | +$3.2M | 0.01% | 1117 |
|
|
2021
Q4 | $59.5M | Sell |
844,814
-11,856
| -1% | -$835K | 0.01% | 1148 |
|
|
2021
Q3 | $58.2M | Sell |
856,670
-18,188
| -2% | -$1.24M | 0.01% | 1133 |
|
|
2021
Q2 | $56.7M | Sell |
874,858
-52,572
| -6% | -$3.41M | 0.01% | 1170 |
|
|
2021
Q1 | $59.4M | Buy |
927,430
+226,410
| +32% | +$14.5M | 0.01% | 1091 |
|
|
2020
Q4 | $35.4M | Sell |
701,020
-8,540
| -1% | -$431K | ﹤0.01% | 1251 |
|
|
2020
Q3 | $23.9M | Buy |
709,560
+89,964
| +15% | +$3.03M | ﹤0.01% | 1396 |
|
|
2020
Q2 | $19.6M | Buy |
619,596
+39,771
| +7% | +$1.26M | ﹤0.01% | 1477 |
|
|
2020
Q1 | $16M | Sell |
579,825
-82,185
| -12% | -$2.26M | ﹤0.01% | 1506 |
|
|
2019
Q4 | $26.8M | Sell |
662,010
-38,493
| -5% | -$1.56M | ﹤0.01% | 1419 |
|
|
2019
Q3 | $26.8M | Sell |
700,503
-61,847
| -8% | -$2.37M | ﹤0.01% | 1377 |
|
|
2019
Q2 | $30M | Buy |
762,350
+25,535
| +3% | +$1.01M | ﹤0.01% | 1302 |
|
|
2019
Q1 | $25.9M | Buy |
736,815
+83,386
| +13% | +$2.93M | ﹤0.01% | 1405 |
|
|
2018
Q4 | $18M | Sell |
653,429
-50,445
| -7% | -$1.39M | ﹤0.01% | 1509 |
|
|
2018
Q3 | $24.1M | Buy |
703,874
+184,854
| +36% | +$6.32M | ﹤0.01% | 1435 |
|
|
2018
Q2 | $18.1M | Buy |
519,020
+1,367
| +0.3% | +$47.6K | ﹤0.01% | 1650 |
|
|
2018
Q1 | $20.4M | Sell |
517,653
-665
| -0.1% | -$26.3K | ﹤0.01% | 1541 |
|
|
2017
Q4 | $20.6M | Sell |
518,318
-268,593
| -34% | -$10.7M | ﹤0.01% | 1513 |
|
|
2017
Q3 | $28M | Buy |
786,911
+143,358
| +22% | +$5.11M | ﹤0.01% | 1378 |
|
|
2017
Q2 | $19.7M | Sell |
643,553
-78,670
| -11% | -$2.41M | ﹤0.01% | 1505 |
|
|
2017
Q1 | $24.2M | Sell |
722,223
-389
| -0.1% | -$13K | ﹤0.01% | 1354 |
|
|
2016
Q4 | $24.1M | Buy |
722,612
+118,895
| +20% | +$3.96M | 0.01% | 1285 |
|
|
2016
Q3 | $15.5M | Buy |
603,717
+7,603
| +1% | +$195K | ﹤0.01% | 1564 |
|
|
2016
Q2 | $12.5M | Buy |
596,114
+1,470
| +0.2% | +$30.8K | ﹤0.01% | 1673 |
|
|
2016
Q1 | $11.7M | Buy |
594,644
+114,527
| +24% | +$2.26M | ﹤0.01% | 1697 |
|
|
2015
Q4 | $13.6M | Sell |
480,117
-70,530
| -13% | -$1.99M | ﹤0.01% | 1622 |
|
|
2015
Q3 | $15.5M | Buy |
550,647
+541,111
| +5,674% | +$15.2M | ﹤0.01% | 1500 |
|
|
2015
Q2 | $367K | Buy |
9,536
+3,683
| +63% | +$142K | ﹤0.01% | 4000 |
|
|
2015
Q1 | $217K | Buy |
5,853
+132
| +2% | +$4.89K | ﹤0.01% | 3969 |
|
|
2014
Q4 | $195K | Sell |
5,721
-2,886
| -34% | -$98.4K | ﹤0.01% | 4178 |
|
|
2014
Q3 | $269K | Sell |
8,607
-1,166
| -12% | -$36.4K | ﹤0.01% | 3874 |
|
|
2014
Q2 | $309K | Sell |
9,773
-4,680
| -32% | -$148K | ﹤0.01% | 3876 |
|
|
2014
Q1 | $480K | Sell |
14,453
-22,000
| -60% | -$731K | ﹤0.01% | 3566 |
|
|
2013
Q4 | $1.16M | Buy |
36,453
+25,962
| +247% | +$829K | ﹤0.01% | 2993 |
|
|
2013
Q3 | $288K | Buy |
10,491
+886
| +9% | +$24.3K | ﹤0.01% | 3833 |
|
|
2013
Q2 | $228K | Buy |
+9,605
| New | +$228K | ﹤0.01% | 4295 |
|