Charles Schwab’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Sell |
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|
2025
Q1 | $114M | Sell |
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|
2024
Q4 | $131M | Sell |
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|
2024
Q3 | $117M | Buy |
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|
2024
Q2 | $105M | Buy |
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|
2024
Q1 | $96.7M | Buy |
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|
2023
Q4 | $83.5M | Buy |
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|
2023
Q3 | $73.8M | Buy |
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|
2023
Q2 | $69.4M | Buy |
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|
2023
Q1 | $67M | Buy |
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|
2022
Q4 | $65M | Buy |
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|
2022
Q3 | $56.1M | Buy |
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|
2022
Q2 | $58.7M | Buy |
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|
2022
Q1 | $68.5M | Buy |
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|
2021
Q4 | $69.2M | Buy |
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|
2021
Q3 | $66.1M | Buy |
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|
2021
Q2 | $47.7M | Sell |
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|
2021
Q1 | $59.4M | Sell |
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|
2020
Q4 | $48.3M | Sell |
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|
2020
Q3 | $32.9M | Buy |
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|
2020
Q2 | $29.9M | Buy |
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|
2020
Q1 | $25.4M | Buy |
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|
2019
Q4 | $32.2M | Sell |
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|
2019
Q3 | $30.6M | Buy |
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|
2019
Q2 | $31.2M | Buy |
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|
2019
Q1 | $27.8M | Buy |
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|
2018
Q4 | $20.6M | Buy |
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|
2018
Q3 | $25.3M | Sell |
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|
2018
Q2 | $26.1M | Buy |
|
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|
2018
Q1 | $25.9M | Buy |
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|
2017
Q4 | $24.1M | Buy |
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|
2017
Q3 | $20M | Buy |
|
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|
2017
Q2 | $16.3M | Buy |
|
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|
2017
Q1 | $16.9M | Buy |
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|
2016
Q4 | $15.2M | Buy |
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|
2016
Q3 | $11.1M | Buy |
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|
2016
Q2 | $8.51M | Buy |
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|
2016
Q1 | $7.71M | Buy |
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|
2015
Q4 | $10.5M | Buy |
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|
2015
Q3 | $9.86M | Buy |
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|
2015
Q2 | $12.7M | Buy |
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|
2015
Q1 | $11.8M | Sell |
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|
2014
Q4 | $10.9M | Buy |
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|
2014
Q3 | $9.74M | Buy |
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|
2014
Q2 | $9.53M | Buy |
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|
2014
Q1 | $9.96M | Buy |
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|
2013
Q4 | $8.06M | Buy |
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|
2013
Q3 | $6.54M | Buy |
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|
2013
Q2 | $5.47M | Buy |
|