CAPTRUST Financial Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.14M | Buy |
55,973
+8,628
| +18% | +$685K | 0.01% | 845 |
|
|
2025
Q4 | $3.95M | Buy |
47,345
+7,901
| +20% | +$631K | 0.01% | 754 |
|
|
2025
Q3 | $2.98M | Buy |
39,444
+1,632
| +4% | +$122K | 0.01% | 837 |
|
|
2025
Q2 | $2.62M | Sell |
37,812
-5,511
| -13% | -$338K | 0.01% | 860 |
|
|
2025
Q1 | $2.72M | Sell |
43,323
-710
| -2% | -$50.1K | 0.01% | 779 |
|
|
2024
Q4 | $3.11M | Sell |
44,033
-2,982
| -6% | -$213K | 0.01% | 698 |
|
|
2024
Q3 | $2.94M | Buy |
47,015
+2,715
| +6% | +$155K | 0.01% | 707 |
|
|
2024
Q2 | $2.49M | Sell |
44,300
-1,024
| -2% | -$54.3K | 0.01% | 729 |
|
|
2024
Q1 | $2.36M | Sell |
45,324
-9,776
| -18% | -$481K | 0.01% | 740 |
|
|
2023
Q4 | $2.54M | Buy |
55,100
+7,106
| +15% | +$292K | 0.01% | 816 |
|
|
2023
Q3 | $1.97M | Buy |
47,994
+40,428
| +534% | +$1.7M | 0.01% | 865 |
|
|
2023
Q2 | $301K | Sell |
7,566
-1,509
| -17% | -$58.9K | ﹤0.01% | 1977 |
|
|
2023
Q1 | $357K | Buy |
9,075
+2,280
| +34% | +$95.8K | ﹤0.01% | 1617 |
|
|
2022
Q4 | $264K | Sell |
6,795
-617
| -8% | -$24.4K | ﹤0.01% | 1754 |
|
|
2022
Q3 | $256K | Buy |
7,412
+1,181
| +19% | +$46.5K | ﹤0.01% | 1655 |
|
|
2022
Q2 | $233K | Buy |
6,231
+2,307
| +59% | +$95.8K | ﹤0.01% | 1587 |
|
|
2022
Q1 | $178K | Buy |
3,924
+51
| +1% | +$2.45K | ﹤0.01% | 1812 |
|
|
2021
Q4 | $182K | Buy |
3,873
+160
| +4% | +$7.77K | ﹤0.01% | 1709 |
|
|
2021
Q3 | $168K | Buy |
3,713
+666
| +22% | +$29.7K | ﹤0.01% | 1691 |
|
|
2021
Q2 | $132K | Hold |
3,047
| – | – | ﹤0.01% | 1811 |
|
|
2021
Q1 | $130K | Buy |
3,047
+1,851
| +155% | +$72.1K | ﹤0.01% | 1778 |
|
|
2020
Q4 | $40K | Buy |
1,196
+156
| +15% | +$4.63K | ﹤0.01% | 1928 |
|
|
2020
Q3 | $24K | Buy |
1,040
+158
| +18% | +$3.53K | ﹤0.01% | 1898 |
|
|
2020
Q2 | $18K | Buy |
+882
| New | +$17.7K | ﹤0.01% | 1985 |
|
|
2019
Q4 | – | Sell |
-882
| Closed | -$22K | – | 1654 |
|
|
2019
Q3 | $22K | Sell |
882
-344
| -28% | -$8.64K | ﹤0.01% | 1274 |
|
|
2019
Q2 | $32K | Buy |
1,226
+333
| +37% | +$8.48K | ﹤0.01% | 1135 |
|
|
2019
Q1 | $21K | Buy |
893
+180
| +25% | +$4.08K | ﹤0.01% | 1154 |
|
|
2018
Q4 | $13K | Sell |
713
-29
| -4% | -$601 | ﹤0.01% | 1160 |
|
|
2018
Q3 | $17K | Sell |
742
-32
| -4% | -$770 | ﹤0.01% | 1070 |
|
|
2018
Q2 | $18K | Hold |
774
| – | – | ﹤0.01% | 988 |
|
|
2018
Q1 | $20K | Sell |
774
-65
| -8% | -$1.84K | ﹤0.01% | 840 |
|
|
2017
Q4 | $22K | Buy |
+839
| New | +$20.5K | ﹤0.01% | 761 |
|
Other funds holding SF
VPM
VCM
