Bessemer 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 | $60K | Buy |
579
+88
| +18% | +$9.12K | ﹤0.01% | 1299 |
|
2025
Q1 | $46K | Buy |
491
+170
| +53% | +$15.9K | ﹤0.01% | 1328 |
|
2024
Q4 | $34K | Buy |
321
+110
| +52% | +$11.7K | ﹤0.01% | 1359 |
|
2024
Q3 | $20K | Sell |
211
-37
| -15% | -$3.51K | ﹤0.01% | 1499 |
|
2024
Q2 | $21K | Sell |
248
-548
| -69% | -$46.4K | ﹤0.01% | 1384 |
|
2024
Q1 | $62K | Buy |
796
+633
| +388% | +$49.3K | ﹤0.01% | 1259 |
|
2023
Q4 | $11K | Sell |
163
-1
| -0.6% | -$67 | ﹤0.01% | 1582 |
|
2023
Q3 | $10K | Buy |
164
+1
| +0.6% | +$61 | ﹤0.01% | 1588 |
|
2023
Q2 | $10K | Buy |
163
+83
| +104% | +$5.09K | ﹤0.01% | 1656 |
|
2023
Q1 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 1622 |
|
2022
Q4 | – | Sell |
-289
| Closed | -$15K | – | 2183 |
|
2022
Q3 | $15K | Buy |
289
+284
| +5,680% | +$14.7K | ﹤0.01% | 1449 |
|
2022
Q2 | $0 | Sell |
5
-5
| -50% | – | ﹤0.01% | 2029 |
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1794 |
|
2021
Q4 | – | Sell |
-228
| Closed | -$15K | – | 1968 |
|
2021
Q3 | $15K | Hold |
228
| – | – | ﹤0.01% | 1292 |
|
2021
Q2 | $15K | Hold |
228
| – | – | ﹤0.01% | 1274 |
|
2021
Q1 | $15K | Hold |
228
| – | – | ﹤0.01% | 1236 |
|
2020
Q4 | $12K | Buy |
+228
| New | +$12K | ﹤0.01% | 1264 |
|
2019
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1754 |
|
2019
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1620 |
|
2019
Q2 | – | Sell |
-294
| Closed | -$10K | – | 1832 |
|
2019
Q1 | $10K | Buy |
294
+51
| +21% | +$1.74K | ﹤0.01% | 1505 |
|
2018
Q4 | $7K | Buy |
+243
| New | +$7K | ﹤0.01% | 1719 |
|
2016
Q2 | – | Sell |
-285
| Closed | -$6K | – | 1437 |
|
2016
Q1 | $6K | Buy |
285
+109
| +62% | +$2.3K | ﹤0.01% | 1234 |
|
2015
Q4 | $5K | Sell |
176
-7
| -4% | -$199 | ﹤0.01% | 1371 |
|
2015
Q3 | $5K | Sell |
183
-51
| -22% | -$1.39K | ﹤0.01% | 1340 |
|
2015
Q2 | $9K | Buy |
+234
| New | +$9K | ﹤0.01% | 1262 |
|
2014
Q1 | – | Sell |
-81
| Closed | -$3K | – | 1368 |
|
2013
Q4 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 1241 |
|