Brinker Capital Investments’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
49,437
+962
| +2% | +$99.8K | 0.04% | 382 |
|
|
2025
Q1 | $4.57M | Buy |
48,475
+965
| +2% | +$91K | 0.04% | 372 |
|
|
2024
Q4 | $5.04M | Sell |
47,510
-378
| -0.8% | -$40.1K | 0.05% | 323 |
|
|
2024
Q3 | $4.5M | Sell |
47,888
-1,378
| -3% | -$129K | 0.04% | 361 |
|
|
2024
Q2 | $4.15M | Sell |
49,266
-2,565
| -5% | -$216K | 0.04% | 366 |
|
|
2024
Q1 | $4.05M | Buy |
51,831
+4,879
| +10% | +$381K | 0.04% | 377 |
|
|
2023
Q4 | $3.31M | Sell |
46,952
-3,960
| -8% | -$279K | 0.04% | 417 |
|
|
2023
Q3 | $3.13M | Buy |
50,912
+19,756
| +63% | +$1.21M | 0.04% | 420 |
|
|
2023
Q2 | $1.86M | Sell |
31,156
-1,212
| -4% | -$72.3K | 0.02% | 690 |
|
|
2023
Q1 | $1.91M | Buy |
32,368
+14,478
| +81% | +$855K | 0.02% | 613 |
|
|
2022
Q4 | $1.04M | Buy |
17,890
+29
| +0.2% | +$1.69K | 0.02% | 712 |
|
|
2022
Q3 | $927K | Sell |
17,861
-93
| -0.5% | -$4.83K | 0.02% | 746 |
|
|
2022
Q2 | $1.01M | Buy |
17,954
+173
| +1% | +$9.69K | 0.02% | 743 |
|
|
2022
Q1 | $1.21M | Sell |
17,781
-852
| -5% | -$57.8K | 0.02% | 725 |
|
|
2021
Q4 | $1.31M | Buy |
18,633
+466
| +3% | +$32.8K | 0.02% | 717 |
|
|
2021
Q3 | $1.18M | Hold |
18,167
| – | – | 0.02% | 715 |
|
|
2021
Q2 | $1.18M | Sell |
18,167
-15,450
| -46% | -$1M | 0.02% | 768 |
|
|
2021
Q1 | $2.15M | Buy |
33,617
+2,090
| +7% | +$134K | 0.03% | 490 |
|
|
2020
Q4 | $1.59M | Sell |
31,527
-6,942
| -18% | -$350K | 0.02% | 599 |
|
|
2020
Q3 | $1.3M | Buy |
+38,469
| New | +$1.3M | 0.02% | 607 |
|