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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $167K | Buy |
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|
2023
Q3 | $126K | Buy |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $109K | Buy |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $53K | Sell |
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|
2021
Q3 | $61K | Buy |
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|
2021
Q2 | $54K | Buy |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $26K | Buy |
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|
2020
Q3 | $11K | Buy |
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