Beverly Hills Private Wealth’s Stifel SF Stock Holding History

Beverly Hills Private Wealth’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.8M	Buy
2025 Q1	$3.27M	Buy
2024 Q4	$3.33M	Buy
2024 Q3	$2.82M	Buy
2024 Q2	$1.67M	Buy
2024 Q1	$953K	Buy
2023 Q4	$348K	Buy