Capital Advisors Ltd’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 1015 |
|
|
2025
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 1004 |
|
|
2024
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 1026 |
|
|
2024
Q3 | $3K | Sell |
32
-1
| -3% | -$94 | ﹤0.01% | 1015 |
|
|
2024
Q2 | $3K | Buy |
33
+1
| +3% | +$91 | ﹤0.01% | 1011 |
|
|
2024
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 998 |
|
|
2023
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q2 | $2K | Buy |
32
+8
| +33% | +$500 | ﹤0.01% | 1046 |
|
|
2023
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1108 |
|
|
2022
Q4 | – | Sell |
-27
| Closed | -$1K | – | 1588 |
|
|
2022
Q3 | $1K | Buy |
27
+21
| +350% | +$778 | ﹤0.01% | 1109 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1291 |
|