Bruce G. Allen 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 | $76.7K | Sell |
739
-22
| -3% | -$2.28K | 0.06% | 195 |
|
|
2025
Q1 | $71.7K | Buy |
761
+11
| +1% | +$1.04K | 0.06% | 187 |
|
|
2024
Q4 | $79.6K | Sell |
750
-15
| -2% | -$1.59K | 0.06% | 176 |
|
|
2024
Q3 | $71.8K | Buy |
765
+29
| +4% | +$2.72K | 0.06% | 198 |
|
|
2024
Q2 | $61.9K | Sell |
736
-14
| -2% | -$1.18K | 0.05% | 207 |
|
|
2024
Q1 | $58.6K | Sell |
750
-10
| -1% | -$782 | 0.05% | 213 |
|
|
2023
Q4 | $52.6K | Buy |
+760
| New | +$52.6K | 0.05% | 221 |
|