Bell Investment Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92K | Buy |
57
+13
| +30% | +$1.35K | ﹤0.01% | 909 |
|
|
2025
Q1 | $4.15K | Hold |
44
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q4 | $4.67K | Sell |
44
-5
| -10% | -$530 | ﹤0.01% | 957 |
|
|
2024
Q3 | $4.6K | Sell |
49
-8
| -14% | -$751 | ﹤0.01% | 970 |
|
|
2024
Q2 | $4.8K | Hold |
57
| – | – | ﹤0.01% | 940 |
|
|
2024
Q1 | $4.46K | Hold |
57
| – | – | ﹤0.01% | 988 |
|
|
2023
Q4 | $3.94K | Buy |
57
+25
| +78% | +$1.73K | ﹤0.01% | 997 |
|
|
2023
Q3 | $1.97K | Buy |
32
+20
| +167% | +$1.23K | ﹤0.01% | 1272 |
|
|
2023
Q2 | $717 | Sell |
12
-16
| -57% | -$956 | ﹤0.01% | 1681 |
|
|
2023
Q1 | $1.66K | Sell |
28
-39
| -58% | -$2.31K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $3.91K | Buy |
67
+2
| +3% | +$117 | ﹤0.01% | 934 |
|
|
2022
Q3 | $3K | Buy |
65
+20
| +44% | +$923 | ﹤0.01% | 972 |
|
|
2022
Q2 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 1012 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1593 |
|
|
2021
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1552 |
|