Cambridge Investment Research Advisors’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
3,337
-489
-13% -$50.7K ﹤0.01% 2864
2025
Q1
$361K Buy
+3,826
New +$361K ﹤0.01% 2714
2024
Q4
Sell
-5,185
Closed -$487K 3580
2024
Q3
$487K Buy
+5,185
New +$487K ﹤0.01% 2440