CI Investments Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
4,018
-131
| -3% | -$13.6K | ﹤0.01% | 547 |
|
|
2025
Q1 | $391K | Buy |
4,149
+365
| +10% | +$34.4K | ﹤0.01% | 572 |
|
|
2024
Q4 | $401K | Buy |
3,784
+463
| +14% | +$49.1K | ﹤0.01% | 551 |
|
|
2024
Q3 | $312K | Buy |
3,321
+361
| +12% | +$33.9K | ﹤0.01% | 562 |
|
|
2024
Q2 | $249K | Sell |
2,960
-147
| -5% | -$12.4K | ﹤0.01% | 589 |
|
|
2024
Q1 | $243K | Buy |
3,107
+693
| +29% | +$54.2K | ﹤0.01% | 635 |
|
|
2023
Q4 | $167K | Buy |
2,414
+370
| +18% | +$25.6K | ﹤0.01% | 711 |
|
|
2023
Q3 | $126K | Buy |
2,044
+34
| +2% | +$2.1K | ﹤0.01% | 776 |
|
|
2023
Q2 | $120K | Buy |
2,010
+123
| +7% | +$7.34K | ﹤0.01% | 742 |
|
|
2023
Q1 | $112K | Buy |
1,887
+12
| +0.6% | +$712 | ﹤0.01% | 711 |
|
|
2022
Q4 | $109K | Buy |
1,875
+1,470
| +363% | +$85.5K | ﹤0.01% | 721 |
|
|
2022
Q3 | $21K | Sell |
405
-21
| -5% | -$1.09K | ﹤0.01% | 1016 |
|
|
2022
Q2 | $24K | Sell |
426
-326
| -43% | -$18.4K | ﹤0.01% | 945 |
|
|
2022
Q1 | $51K | Hold |
752
| – | – | ﹤0.01% | 953 |
|
|
2021
Q4 | $53K | Sell |
752
-146
| -16% | -$10.3K | ﹤0.01% | 997 |
|
|
2021
Q3 | $61K | Buy |
898
+71
| +9% | +$4.82K | ﹤0.01% | 947 |
|
|
2021
Q2 | $54K | Buy |
827
+311
| +60% | +$20.3K | ﹤0.01% | 953 |
|
|
2021
Q1 | $33K | Hold |
516
| – | – | ﹤0.01% | 930 |
|
|
2020
Q4 | $26K | Buy |
516
+177
| +52% | +$8.92K | ﹤0.01% | 900 |
|
|
2020
Q3 | $11K | Buy |
+339
| New | +$11K | ﹤0.01% | 904 |
|