Cetera Trust Company’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40
| Closed | -$4.24K | – | 390 |
|
|
2024
Q4 | $4.24K | Hold |
40
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $3.76K | Hold |
40
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $3.37K | Hold |
40
| – | – | ﹤0.01% | 394 |
|
|
2024
Q1 | $3.13K | Hold |
40
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $2.77K | Buy |
+40
| New | +$2.77K | ﹤0.01% | 409 |
|