BOK Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-674
| Closed | -$50.9K | – | 1110 |
|
|
2025
Q3 | $50.9K | Buy |
674
+635
| +1,628% | +$47.5K | ﹤0.01% | 841 |
|
|
2025
Q2 | $2.7K | Hold |
39
| – | – | ﹤0.01% | 1030 |
|
|
2025
Q1 | $2.45K | Hold |
39
| – | – | ﹤0.01% | 1103 |
|
|
2024
Q4 | $2.7K | Buy |
39
+33
| +550% | +$2.36K | ﹤0.01% | 1110 |
|
|
2024
Q3 | $379 | Hold |
6
| – | – | ﹤0.01% | 1240 |
|
|
2024
Q2 | $337 | Hold |
6
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q1 | $309 | Hold |
6
| – | – | ﹤0.01% | 1147 |
|
|
2023
Q4 | $276 | Hold |
6
| – | – | ﹤0.01% | 1209 |
|
|
2023
Q3 | $228 | Buy |
+6
| New | +$253 | ﹤0.01% | 1134 |
|
|
2022
Q2 | – | Sell |
-5,136
| Closed | -$232K | – | 973 |
|
|
2022
Q1 | $232K | Hold |
5,136
| – | – | ﹤0.01% | 891 |
|
|
2021
Q4 | $241K | Sell |
5,136
-92
| -2% | -$4.47K | ﹤0.01% | 890 |
|
|
2021
Q3 | $237K | Buy |
+5,228
| New | +$233K | ﹤0.01% | 877 |
|
|
2021
Q1 | $269K | Buy |
6,300
+276
| +5% | +$10.8K | ﹤0.01% | 811 |
|
|
2020
Q4 | $203K | Buy |
+6,024
| New | +$179K | ﹤0.01% | 868 |
|
|
2017
Q3 | – | Sell |
-10,141
| Closed | -$207K | – | 1157 |
|
|
2017
Q2 | $207K | Sell |
10,141
-119
| -1% | -$2.44K | 0.01% | 823 |
|
|
2017
Q1 | $228K | Buy |
10,260
+317
| +3% | +$7.3K | 0.01% | 816 |
|
|
2016
Q4 | $221K | Buy |
+9,943
| New | +$200K | 0.01% | 814 |
|
|
2015
Q3 | – | Sell |
-9,085
| Closed | -$233K | – | 882 |
|
|
2015
Q2 | $233K | Buy |
9,085
+74
| +0.8% | +$1.82K | 0.01% | 764 |
|
|
2015
Q1 | $223K | Buy |
+9,011
| New | +$208K | 0.01% | 753 |
|
Other funds holding SF
