Blue Trust Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
2,876
-590
| -17% | -$61.2K | ﹤0.01% | 631 |
|
|
2025
Q1 | $327K | Sell |
3,466
-5
| -0.1% | -$471 | ﹤0.01% | 539 |
|
|
2024
Q4 | $368K | Sell |
3,471
-546
| -14% | -$57.9K | ﹤0.01% | 462 |
|
|
2024
Q3 | $338K | Sell |
4,017
-4,781
| -54% | -$402K | ﹤0.01% | 627 |
|
|
2024
Q2 | $688K | Buy |
8,798
+6,411
| +269% | +$501K | 0.01% | 287 |
|
|
2024
Q1 | $187K | Buy |
2,387
+262
| +12% | +$20.5K | ﹤0.01% | 527 |
|
|
2023
Q4 | $131K | Buy |
2,125
+192
| +10% | +$11.8K | ﹤0.01% | 584 |
|
|
2023
Q3 | $115K | Buy |
1,933
+1,190
| +160% | +$70.8K | ﹤0.01% | 587 |
|
|
2023
Q2 | $44K | Sell |
743
-2,363
| -76% | -$140K | ﹤0.01% | 740 |
|
|
2023
Q1 | $181K | Buy |
3,106
+984
| +46% | +$57.3K | ﹤0.01% | 577 |
|
|
2022
Q4 | $110K | Buy |
2,122
+993
| +88% | +$51.5K | ﹤0.01% | 631 |
|
|
2022
Q3 | $63K | Buy |
1,129
+719
| +175% | +$40.1K | ﹤0.01% | 677 |
|
|
2022
Q2 | $28K | Buy |
+410
| New | +$28K | ﹤0.01% | 856 |
|