Brandywine Oak Private Wealth’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Sell |
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|
2025
Q1 | $5.59M | Hold |
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|
2024
Q4 | $6.29M | Sell |
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|
2024
Q3 | $5.58M | Sell |
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|
2024
Q2 | $5.05M | Hold |
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|
2024
Q1 | $4.69M | Hold |
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|
2023
Q4 | $4.15M | Buy |
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|
2023
Q3 | $3.03M | Hold |
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|
2023
Q2 | $2.95M | Hold |
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|
2023
Q1 | $2.92M | Hold |
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|
2022
Q4 | $2.88M | Buy |
|