Blue Trust Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Buy |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $688K | Buy |
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|
2024
Q1 | $187K | Buy |
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|
2023
Q4 | $131K | Buy |
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|
2023
Q3 | $115K | Buy |
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|
2023
Q2 | $44K | Sell |
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|
2023
Q1 | $181K | Buy |
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|
2022
Q4 | $110K | Buy |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q2 | $28K | Buy |
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