Charles Schwab’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Sell |
1,197,856
-12,772
| -1% | -$1.33M | 0.02% | 579 |
|
|
2025
Q1 | $114M | Sell |
1,210,628
-23,698
| -2% | -$2.23M | 0.02% | 595 |
|
|
2024
Q4 | $131M | Sell |
1,234,326
-12,690
| -1% | -$1.35M | 0.02% | 531 |
|
|
2024
Q3 | $117M | Buy |
1,247,016
+1,718
| +0.1% | +$161K | 0.02% | 575 |
|
|
2024
Q2 | $105M | Buy |
1,245,298
+7,638
| +0.6% | +$643K | 0.02% | 626 |
|
|
2024
Q1 | $96.7M | Buy |
1,237,660
+29,583
| +2% | +$2.31M | 0.02% | 619 |
|
|
2023
Q4 | $83.5M | Buy |
1,208,077
+6,645
| +0.6% | +$460K | 0.02% | 650 |
|
|
2023
Q3 | $73.8M | Buy |
1,201,432
+38,575
| +3% | +$2.37M | 0.02% | 647 |
|
|
2023
Q2 | $69.4M | Buy |
1,162,857
+29,722
| +3% | +$1.77M | 0.02% | 673 |
|
|
2023
Q1 | $67M | Buy |
1,133,135
+20,373
| +2% | +$1.2M | 0.02% | 647 |
|
|
2022
Q4 | $65M | Buy |
1,112,762
+32,602
| +3% | +$1.9M | 0.02% | 660 |
|
|
2022
Q3 | $56.1M | Buy |
1,080,160
+33,064
| +3% | +$1.72M | 0.02% | 694 |
|
|
2022
Q2 | $58.7M | Buy |
1,047,096
+38,247
| +4% | +$2.14M | 0.02% | 667 |
|
|
2022
Q1 | $68.5M | Buy |
1,008,849
+26,535
| +3% | +$1.8M | 0.02% | 690 |
|
|
2021
Q4 | $69.2M | Buy |
982,314
+9,068
| +0.9% | +$639K | 0.02% | 708 |
|
|
2021
Q3 | $66.1M | Buy |
973,246
+237,293
| +32% | +$16.1M | 0.02% | 704 |
|
|
2021
Q2 | $47.7M | Sell |
735,953
-191,771
| -21% | -$12.4M | 0.02% | 901 |
|
|
2021
Q1 | $59.4M | Sell |
927,724
-29,547
| -3% | -$1.89M | 0.02% | 723 |
|
|
2020
Q4 | $48.3M | Sell |
957,271
-19,211
| -2% | -$969K | 0.02% | 791 |
|
|
2020
Q3 | $32.9M | Buy |
976,482
+32,067
| +3% | +$1.08M | 0.02% | 897 |
|
|
2020
Q2 | $29.9M | Buy |
944,415
+22,282
| +2% | +$705K | 0.01% | 897 |
|
|
2020
Q1 | $25.4M | Buy |
922,133
+124,710
| +16% | +$3.43M | 0.01% | 849 |
|
|
2019
Q4 | $32.2M | Sell |
797,423
-1,962
| -0.2% | -$79.3K | 0.02% | 899 |
|
|
2019
Q3 | $30.6M | Buy |
799,385
+6,509
| +0.8% | +$249K | 0.02% | 882 |
|
|
2019
Q2 | $31.2M | Buy |
792,876
+3,039
| +0.4% | +$120K | 0.02% | 842 |
|
|
2019
Q1 | $27.8M | Buy |
789,837
+42,870
| +6% | +$1.51M | 0.02% | 905 |
|
|
2018
Q4 | $20.6M | Buy |
746,967
+5,266
| +0.7% | +$145K | 0.02% | 982 |
|
|
2018
Q3 | $25.3M | Sell |
741,701
-8,824
| -1% | -$302K | 0.02% | 995 |
|
|
2018
Q2 | $26.1M | Buy |
750,525
+94,705
| +14% | +$3.3M | 0.02% | 896 |
|
|
2018
Q1 | $25.9M | Buy |
655,820
+48,911
| +8% | +$1.93M | 0.02% | 836 |
|
|
2017
Q4 | $24.1M | Buy |
606,909
+45,402
| +8% | +$1.8M | 0.02% | 854 |
|
|
2017
Q3 | $20M | Buy |
561,507
+29,359
| +6% | +$1.05M | 0.02% | 928 |
|
|
2017
Q2 | $16.3M | Buy |
532,148
+26,325
| +5% | +$807K | 0.02% | 1011 |
|
|
2017
Q1 | $16.9M | Buy |
505,823
+48,233
| +11% | +$1.61M | 0.02% | 930 |
|
|
2016
Q4 | $15.2M | Buy |
457,590
+23,901
| +6% | +$796K | 0.02% | 943 |
|
|
2016
Q3 | $11.1M | Buy |
433,689
+27,847
| +7% | +$714K | 0.01% | 1087 |
|
|
2016
Q2 | $8.51M | Buy |
405,842
+15,237
| +4% | +$320K | 0.01% | 1188 |
|
|
2016
Q1 | $7.71M | Buy |
390,605
+20,411
| +6% | +$403K | 0.01% | 1223 |
|
|
2015
Q4 | $10.5M | Buy |
370,194
+18,945
| +5% | +$535K | 0.01% | 990 |
|
|
2015
Q3 | $9.86M | Buy |
351,249
+21,217
| +6% | +$596K | 0.01% | 1002 |
|
|
2015
Q2 | $12.7M | Buy |
330,032
+13,083
| +4% | +$504K | 0.02% | 851 |
|
|
2015
Q1 | $11.8M | Sell |
316,949
-4,240
| -1% | -$158K | 0.02% | 886 |
|
|
2014
Q4 | $10.9M | Buy |
321,189
+9,684
| +3% | +$329K | 0.02% | 827 |
|
|
2014
Q3 | $9.74M | Buy |
311,505
+9,510
| +3% | +$297K | 0.02% | 858 |
|
|
2014
Q2 | $9.53M | Buy |
301,995
+1,624
| +0.5% | +$51.3K | 0.02% | 878 |
|
|
2014
Q1 | $9.97M | Buy |
300,371
+48,173
| +19% | +$1.6M | 0.02% | 800 |
|
|
2013
Q4 | $8.06M | Buy |
252,198
+13,330
| +6% | +$426K | 0.02% | 877 |
|
|
2013
Q3 | $6.54M | Buy |
238,868
+9,498
| +4% | +$260K | 0.01% | 952 |
|
|
2013
Q2 | $5.48M | Buy |
+229,370
| New | +$5.48M | 0.01% | 965 |
|