Cetera Advisor Networks’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $366K | Sell |
4,686
-825
| -15% | -$64.5K | ﹤0.01% | 2145 |
|
|
2023
Q4 | $381K | Sell |
5,511
-282
| -5% | -$19.5K | ﹤0.01% | 2082 |
|
|
2023
Q3 | $356K | Buy |
+5,793
| New | +$356K | ﹤0.01% | 2017 |
|
|
2021
Q3 | – | Sell |
-6,675
| Closed | -$433K | – | 2022 |
|
|
2021
Q2 | $433K | Buy |
6,675
+150
| +2% | +$9.73K | 0.01% | 1263 |
|
|
2021
Q1 | $418K | Hold |
6,525
| – | – | 0.01% | 971 |
|
|
2020
Q4 | $329K | Hold |
6,525
| – | – | 0.01% | 994 |
|
|
2020
Q3 | $220K | Buy |
+6,525
| New | +$220K | 0.01% | 1094 |
|