CarsonAllaria Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
1,407
+7
| +0.5% | +$727 | 0.08% | 84 |
|
|
2025
Q1 | $132K | Buy |
1,400
+7
| +0.5% | +$660 | 0.08% | 88 |
|
|
2024
Q4 | $148K | Buy |
1,393
+5
| +0.4% | +$531 | 0.08% | 79 |
|
|
2024
Q3 | $130K | Buy |
1,388
+6
| +0.4% | +$564 | 0.07% | 88 |
|
|
2024
Q2 | $116K | Buy |
1,382
+8
| +0.6% | +$673 | 0.07% | 89 |
|
|
2024
Q1 | $107K | Buy |
1,374
+8
| +0.6% | +$626 | 0.07% | 95 |
|
|
2023
Q4 | $94.5K | Buy |
1,366
+7
| +0.5% | +$484 | 0.07% | 92 |
|
|
2023
Q3 | $83.5K | Hold |
1,359
| – | – | 0.07% | 96 |
|
|
2023
Q2 | $81.1K | Buy |
1,359
+8
| +0.6% | +$478 | 0.06% | 94 |
|
|
2023
Q1 | $79.9K | Buy |
1,351
+8
| +0.6% | +$473 | 0.07% | 91 |
|
|
2022
Q4 | $78K | Buy |
1,343
+7
| +0.5% | +$407 | 0.07% | 90 |
|
|
2022
Q3 | $69K | Buy |
1,336
+7
| +0.5% | +$362 | 0.06% | 95 |
|
|
2022
Q2 | $74K | Buy |
1,329
+6
| +0.5% | +$334 | 0.07% | 94 |
|
|
2022
Q1 | $90K | Buy |
1,323
+7
| +0.5% | +$476 | 0.08% | 90 |
|
|
2021
Q4 | $93K | Buy |
+1,316
| New | +$93K | 0.08% | 92 |
|