Cetera Investment Advisers’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
12,394
+289
| +2% | +$30K | ﹤0.01% | 2167 |
|
|
2025
Q1 | $1.14M | Buy |
12,105
+944
| +8% | +$89K | ﹤0.01% | 2158 |
|
|
2024
Q4 | $1.18M | Buy |
11,161
+1,309
| +13% | +$139K | ﹤0.01% | 2049 |
|
|
2024
Q3 | $925K | Buy |
9,852
+80
| +0.8% | +$7.51K | ﹤0.01% | 2170 |
|
|
2024
Q2 | $822K | Sell |
9,772
-82
| -0.8% | -$6.9K | ﹤0.01% | 2223 |
|
|
2024
Q1 | $770K | Buy |
+9,854
| New | +$770K | ﹤0.01% | 2276 |
|