CIBC Asset Management’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 | $361K | Sell |
4,882
-1
| -0% | -$79 | ﹤0.01% | 900 |
|
|
2025
Q4 | $408K | Hold |
4,883
| – | – | ﹤0.01% | 857 |
|
|
2025
Q3 | $369K | Hold |
4,883
| – | – | ﹤0.01% | 851 |
|
|
2025
Q2 | $338K | Hold |
4,883
| – | – | ﹤0.01% | 848 |
|
|
2025
Q1 | $307K | Buy |
4,883
+108
| +2% | +$7.61K | ﹤0.01% | 857 |
|
|
2024
Q4 | $338K | Buy |
4,775
+246
| +5% | +$17.6K | ﹤0.01% | 840 |
|
|
2024
Q3 | $283K | Buy |
4,529
+153
| +3% | +$8.73K | ﹤0.01% | 900 |
|
|
2024
Q2 | $245K | Hold |
4,376
| – | – | ﹤0.01% | 913 |
|
|
2024
Q1 | $228K | Hold |
4,376
| – | – | ﹤0.01% | 954 |
|
|
2023
Q4 | $202K | Buy |
+4,376
| New | +$180K | ﹤0.01% | 1002 |
|
|
2022
Q4 | – | Sell |
-6,032
| Closed | -$209K | – | 1239 |
|
|
2022
Q3 | $209K | Hold |
6,032
| – | – | ﹤0.01% | 1067 |
|
|
2022
Q2 | $225K | Sell |
6,032
-441
| -7% | -$18.3K | ﹤0.01% | 1037 |
|
|
2022
Q1 | $293K | Hold |
6,473
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q4 | $304K | Sell |
6,473
-1
| -0% | -$49 | ﹤0.01% | 1068 |
|
|
2021
Q3 | $293K | Buy |
6,474
+651
| +11% | +$29K | ﹤0.01% | 1034 |
|
|
2021
Q2 | $252K | Hold |
5,823
| – | – | ﹤0.01% | 1109 |
|
|
2021
Q1 | $249K | Sell |
5,823
-302
| -5% | -$11.8K | ﹤0.01% | 1078 |
|
|
2020
Q4 | $206K | Buy |
+6,125
| New | +$182K | ﹤0.01% | 1131 |
|
|
2015
Q1 | – | Sell |
-17,768
| Closed | -$403K | – | 976 |
|
|
2014
Q4 | $403K | Buy |
17,768
+7,643
| +75% | +$162K | ﹤0.01% | 733 |
|
|
2014
Q3 | $211K | Buy |
+10,125
| New | +$211K | ﹤0.01% | 895 |
|
|
2014
Q2 | – | Sell |
-10,125
| Closed | -$224K | – | 905 |
|
|
2014
Q1 | $224K | Buy |
+10,125
| New | +$215K | ﹤0.01% | 903 |
|
|
2013
Q4 | – | Sell |
-11,799
| Closed | -$216K | – | 922 |
|
|
2013
Q3 | $216K | Sell |
11,799
-3,670
| -24% | -$64.1K | ﹤0.01% | 791 |
|
|
2013
Q2 | $245K | Buy |
+15,469
| New | +$234K | ﹤0.01% | 772 |
|
Other funds holding SF
VPM
VCM
