BOK Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7K | Hold |
26
| – | – | ﹤0.01% | 1030 |
|
|
2025
Q1 | $2.45K | Hold |
26
| – | – | ﹤0.01% | 1103 |
|
|
2024
Q4 | $2.7K | Buy |
26
+22
| +550% | +$2.29K | ﹤0.01% | 1110 |
|
|
2024
Q3 | $379 | Hold |
4
| – | – | ﹤0.01% | 1240 |
|
|
2024
Q2 | $337 | Hold |
4
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q1 | $309 | Hold |
4
| – | – | ﹤0.01% | 1147 |
|
|
2023
Q4 | $276 | Hold |
4
| – | – | ﹤0.01% | 1209 |
|
|
2023
Q3 | $228 | Buy |
+4
| New | +$228 | ﹤0.01% | 1134 |
|
|
2022
Q2 | – | Sell |
-3,424
| Closed | -$232K | – | 973 |
|
|
2022
Q1 | $232K | Hold |
3,424
| – | – | ﹤0.01% | 891 |
|
|
2021
Q4 | $241K | Sell |
3,424
-61
| -2% | -$4.29K | ﹤0.01% | 890 |
|
|
2021
Q3 | $237K | Buy |
+3,485
| New | +$237K | ﹤0.01% | 877 |
|
|
2021
Q1 | $269K | Buy |
4,200
+184
| +5% | +$11.8K | ﹤0.01% | 811 |
|
|
2020
Q4 | $203K | Buy |
+4,016
| New | +$203K | ﹤0.01% | 868 |
|
|
2017
Q3 | – | Sell |
-6,761
| Closed | -$207K | – | 1157 |
|
|
2017
Q2 | $207K | Sell |
6,761
-79
| -1% | -$2.42K | 0.01% | 823 |
|
|
2017
Q1 | $228K | Buy |
6,840
+211
| +3% | +$7.03K | 0.01% | 816 |
|
|
2016
Q4 | $221K | Buy |
+6,629
| New | +$221K | 0.01% | 814 |
|
|
2015
Q3 | – | Sell |
-6,057
| Closed | -$233K | – | 882 |
|
|
2015
Q2 | $233K | Buy |
6,057
+49
| +0.8% | +$1.89K | 0.01% | 764 |
|
|
2015
Q1 | $223K | Buy |
+6,008
| New | +$223K | 0.01% | 753 |
|