BOPW
Brandywine Oak Private Wealth’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Sell |
58,307
-1,008
| -2% | -$105K | 0.56% | 27 |
|
|
2025
Q1 | $5.59M | Hold |
59,315
| – | – | 0.55% | 28 |
|
|
2024
Q4 | $6.29M | Sell |
59,315
-135
| -0.2% | -$14.3K | 0.62% | 26 |
|
|
2024
Q3 | $5.58M | Sell |
59,450
-593
| -1% | -$55.7K | 0.54% | 30 |
|
|
2024
Q2 | $5.05M | Hold |
60,043
| – | – | 0.52% | 32 |
|
|
2024
Q1 | $4.69M | Hold |
60,043
| – | – | 0.49% | 33 |
|
|
2023
Q4 | $4.15M | Buy |
60,043
+10,678
| +22% | +$738K | 0.46% | 31 |
|
|
2023
Q3 | $3.03M | Hold |
49,365
| – | – | 0.36% | 39 |
|
|
2023
Q2 | $2.95M | Hold |
49,365
| – | – | 0.33% | 46 |
|
|
2023
Q1 | $2.92M | Hold |
49,365
| – | – | 0.34% | 44 |
|
|
2022
Q4 | $2.88M | Buy |
+49,365
| New | +$2.88M | 0.36% | 44 |
|