CI Investments Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $533K | Buy |
7,210
+4
| +0.1% | +$318 | ﹤0.01% | 474 |
|
|
2025
Q4 | $602K | Buy |
7,206
+1,659
| +30% | +$133K | ﹤0.01% | 478 |
|
|
2025
Q3 | $420K | Sell |
5,547
-480
| -8% | -$35.9K | ﹤0.01% | 546 |
|
|
2025
Q2 | $417K | Sell |
6,027
-197
| -3% | -$12.1K | ﹤0.01% | 551 |
|
|
2025
Q1 | $391K | Buy |
6,224
+548
| +10% | +$38.6K | ﹤0.01% | 576 |
|
|
2024
Q4 | $401K | Buy |
5,676
+694
| +14% | +$49.5K | ﹤0.01% | 557 |
|
|
2024
Q3 | $312K | Buy |
4,982
+542
| +12% | +$30.9K | ﹤0.01% | 565 |
|
|
2024
Q2 | $249K | Sell |
4,440
-221
| -5% | -$11.7K | ﹤0.01% | 591 |
|
|
2024
Q1 | $243K | Buy |
4,661
+1,040
| +29% | +$51.2K | ﹤0.01% | 639 |
|
|
2023
Q4 | $167K | Buy |
3,621
+555
| +18% | +$22.8K | ﹤0.01% | 716 |
|
|
2023
Q3 | $126K | Buy |
3,066
+51
| +2% | +$2.15K | ﹤0.01% | 778 |
|
|
2023
Q2 | $120K | Buy |
3,015
+184
| +6% | +$7.18K | ﹤0.01% | 743 |
|
|
2023
Q1 | $112K | Buy |
2,831
+18
| +0.6% | +$757 | ﹤0.01% | 712 |
|
|
2022
Q4 | $109K | Buy |
2,813
+2,205
| +363% | +$87.2K | ﹤0.01% | 724 |
|
|
2022
Q3 | $21K | Sell |
608
-31
| -5% | -$1.22K | ﹤0.01% | 1026 |
|
|
2022
Q2 | $24K | Sell |
639
-489
| -43% | -$20.3K | ﹤0.01% | 946 |
|
|
2022
Q1 | $51K | Hold |
1,128
| – | – | ﹤0.01% | 956 |
|
|
2021
Q4 | $53K | Sell |
1,128
-219
| -16% | -$10.6K | ﹤0.01% | 998 |
|
|
2021
Q3 | $61K | Buy |
1,347
+106
| +9% | +$4.73K | ﹤0.01% | 949 |
|
|
2021
Q2 | $54K | Buy |
1,241
+467
| +60% | +$20.9K | ﹤0.01% | 954 |
|
|
2021
Q1 | $33K | Hold |
774
| – | – | ﹤0.01% | 931 |
|
|
2020
Q4 | $26K | Buy |
774
+266
| +52% | +$7.9K | ﹤0.01% | 901 |
|
|
2020
Q3 | $11K | Buy |
+508
| New | +$11.3K | ﹤0.01% | 908 |
|
Other funds holding SF
VPM
VCM
