Carolinas Wealth Consulting’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31
| Closed | -$2.92K | – | 774 |
|
|
2025
Q1 | $2.92K | Hold |
31
| – | – | ﹤0.01% | 705 |
|
|
2024
Q4 | $3.29K | Sell |
31
-4
| -11% | -$424 | ﹤0.01% | 717 |
|
|
2024
Q3 | $3.29K | Hold |
35
| – | – | ﹤0.01% | 725 |
|
|
2024
Q2 | $2.95K | Sell |
35
-4
| -10% | -$337 | ﹤0.01% | 728 |
|
|
2024
Q1 | $3.05K | Sell |
39
-1
| -3% | -$78 | ﹤0.01% | 723 |
|
|
2023
Q4 | $2.77K | Sell |
40
-3
| -7% | -$207 | ﹤0.01% | 700 |
|
|
2023
Q3 | $2.45K | Hold |
43
| – | – | ﹤0.01% | 718 |
|
|
2023
Q2 | $2.57K | Sell |
43
-8
| -16% | -$477 | ﹤0.01% | 780 |
|
|
2023
Q1 | $3.01K | Hold |
51
| – | – | ﹤0.01% | 767 |
|
|
2022
Q4 | $2.98K | Sell |
51
-1
| -2% | -$58 | ﹤0.01% | 768 |
|
|
2022
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 738 |
|
|
2022
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 737 |
|
|
2022
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 735 |
|
|
2021
Q4 | $4K | Hold |
52
| – | – | ﹤0.01% | 746 |
|
|
2021
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 713 |
|
|
2021
Q2 | $3K | Sell |
52
-1
| -2% | -$58 | ﹤0.01% | 775 |
|
|
2021
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $3K | Sell |
53
-10
| -16% | -$566 | ﹤0.01% | 715 |
|
|
2020
Q3 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 740 |
|