Brinker Capital Investments’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.32M | Sell |
58,461
-10,604
| -15% | -$842K | 0.04% | 411 |
|
|
2025
Q4 | $5.77M | Sell |
69,065
-5,214
| -7% | -$417K | 0.04% | 382 |
|
|
2025
Q3 | $5.62M | Buy |
74,279
+123
| +0.2% | +$9.21K | 0.04% | 389 |
|
|
2025
Q2 | $5.13M | Buy |
74,156
+1,443
| +2% | +$88.6K | 0.04% | 382 |
|
|
2025
Q1 | $4.57M | Buy |
72,713
+1,448
| +2% | +$102K | 0.04% | 372 |
|
|
2024
Q4 | $5.04M | Sell |
71,265
-567
| -0.8% | -$40.5K | 0.05% | 323 |
|
|
2024
Q3 | $4.5M | Sell |
71,832
-2,067
| -3% | -$118K | 0.04% | 361 |
|
|
2024
Q2 | $4.15M | Sell |
73,899
-3,848
| -5% | -$204K | 0.04% | 366 |
|
|
2024
Q1 | $4.05M | Buy |
77,747
+7,319
| +10% | +$360K | 0.04% | 377 |
|
|
2023
Q4 | $3.31M | Sell |
70,428
-5,940
| -8% | -$244K | 0.04% | 417 |
|
|
2023
Q3 | $3.13M | Buy |
76,368
+29,634
| +63% | +$1.25M | 0.04% | 420 |
|
|
2023
Q2 | $1.86M | Sell |
46,734
-1,818
| -4% | -$70.9K | 0.02% | 690 |
|
|
2023
Q1 | $1.91M | Buy |
48,552
+21,717
| +81% | +$913K | 0.02% | 613 |
|
|
2022
Q4 | $1.04M | Buy |
26,835
+43
| +0.2% | +$1.7K | 0.02% | 712 |
|
|
2022
Q3 | $927K | Sell |
26,792
-139
| -0.5% | -$5.47K | 0.02% | 746 |
|
|
2022
Q2 | $1.01M | Buy |
26,931
+259
| +1% | +$10.8K | 0.02% | 743 |
|
|
2022
Q1 | $1.21M | Sell |
26,672
-1,278
| -5% | -$61.4K | 0.02% | 725 |
|
|
2021
Q4 | $1.31M | Buy |
27,950
+699
| +3% | +$33.9K | 0.02% | 717 |
|
|
2021
Q3 | $1.18M | Hold |
27,251
| – | – | 0.02% | 715 |
|
|
2021
Q2 | $1.18M | Sell |
27,251
-23,175
| -46% | -$1.04M | 0.02% | 768 |
|
|
2021
Q1 | $2.15M | Buy |
50,426
+3,135
| +7% | +$122K | 0.03% | 490 |
|
|
2020
Q4 | $1.59M | Sell |
47,291
-10,412
| -18% | -$309K | 0.02% | 599 |
|
|
2020
Q3 | $1.3M | Buy |
+57,703
| New | +$1.29M | 0.02% | 607 |
|
Other funds holding SF
VPM
VCM
