CarsonAllaria Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $146K | Buy |
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|
2025
Q1 | $132K | Buy |
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|
2024
Q4 | $148K | Buy |
|
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|
2024
Q3 | $130K | Buy |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $107K | Buy |
|
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|
2023
Q4 | $94.5K | Buy |
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|
2023
Q3 | $83.5K | Hold |
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|
2023
Q2 | $81.1K | Buy |
|
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|
2023
Q1 | $79.9K | Buy |
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|
2022
Q4 | $78K | Buy |
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|
2022
Q3 | $69K | Buy |
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|
2022
Q2 | $74K | Buy |
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|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $93K | Buy |
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