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Caprock Group’s Stifel SF Stock Holding History

Caprock Group’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$249K Sell
2,641
-422
-14% -$39.8K 0.01% 935
2024
Q4 		$325K Buy
3,063
+239
+8% +$25.4K 0.01% 771
2024
Q3 		$265K Buy
2,824
+246
+10% +$23.1K 0.01% 762
2024
Q2 		$217K Buy
+2,578
New +$217K 0.01% 787