Brown Advisory’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 | $1.52M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $897K | Buy |
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|
2023
Q3 | $792K | Buy |
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|
2023
Q2 | $760K | Hold |
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|
2023
Q1 | $752K | Sell |
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $661K | Buy |
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|
2022
Q2 | $703K | Sell |
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|
2022
Q1 | $854K | Sell |
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|
2021
Q4 | $888K | Buy |
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|
2021
Q3 | $855K | Buy |
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|
2021
Q2 | $814K | Hold |
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|
2021
Q1 | $804K | Sell |
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|
2020
Q4 | $642K | Buy |
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|
2020
Q3 | $423K | Buy |
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|
2020
Q2 | $290K | Hold |
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|
2020
Q1 | $253K | Buy |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $281K | Hold |
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|
2019
Q2 | $289K | Sell |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $736K | Buy |
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|
2018
Q3 | $586K | Sell |
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|
2018
Q2 | $702K | Hold |
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|
2018
Q1 | $796K | Buy |
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|
2017
Q4 | $663K | Hold |
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|
2017
Q3 | $596K | Sell |
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|
2017
Q2 | $538K | Sell |
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|
2017
Q1 | $601K | Hold |
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|
2016
Q4 | $598K | Sell |
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|
2016
Q3 | $466K | Sell |
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|
2016
Q2 | $541K | Sell |
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|
2016
Q1 | $533K | Hold |
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|
2015
Q4 | $762K | Sell |
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|
2015
Q3 | $1.09M | Buy |
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|
2015
Q2 | $1.43M | Sell |
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|
2015
Q1 | $1.44M | Sell |
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|
2014
Q4 | $1.33M | Buy |
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|
2014
Q3 | $518K | Buy |
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|
2014
Q2 | $513K | Buy |
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|
2014
Q1 | $331K | Hold |
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|
2013
Q4 | $319K | Hold |
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|
2013
Q3 | $274K | Buy |
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