Cerity Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Buy |
41,887
+4,686
| +13% | +$486K | 0.01% | 869 |
|
|
2025
Q1 | $3.51M | Sell |
37,201
-2,916
| -7% | -$275K | 0.01% | 865 |
|
|
2024
Q4 | $3.84M | Sell |
40,117
-186
| -0.5% | -$17.8K | 0.01% | 824 |
|
|
2024
Q3 | $3.78M | Buy |
40,303
+7,615
| +23% | +$715K | 0.01% | 825 |
|
|
2024
Q2 | $2.75M | Sell |
32,688
-5,947
| -15% | -$500K | 0.01% | 794 |
|
|
2024
Q1 | $3.02M | Buy |
38,635
+34,753
| +895% | +$2.72M | 0.01% | 812 |
|
|
2023
Q4 | $268K | Buy |
+3,882
| New | +$268K | ﹤0.01% | 1568 |
|