CIBC Asset Management’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
3,255
| – | – | ﹤0.01% | 847 |
|
|
2025
Q1 | $307K | Buy |
3,255
+72
| +2% | +$6.79K | ﹤0.01% | 857 |
|
|
2024
Q4 | $338K | Buy |
3,183
+164
| +5% | +$17.4K | ﹤0.01% | 839 |
|
|
2024
Q3 | $283K | Buy |
3,019
+102
| +3% | +$9.58K | ﹤0.01% | 899 |
|
|
2024
Q2 | $245K | Hold |
2,917
| – | – | ﹤0.01% | 912 |
|
|
2024
Q1 | $228K | Hold |
2,917
| – | – | ﹤0.01% | 951 |
|
|
2023
Q4 | $202K | Buy |
+2,917
| New | +$202K | ﹤0.01% | 1001 |
|
|
2022
Q4 | – | Sell |
-4,021
| Closed | -$209K | – | 1235 |
|
|
2022
Q3 | $209K | Hold |
4,021
| – | – | ﹤0.01% | 1064 |
|
|
2022
Q2 | $225K | Sell |
4,021
-294
| -7% | -$16.5K | ﹤0.01% | 1036 |
|
|
2022
Q1 | $293K | Hold |
4,315
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q4 | $304K | Sell |
4,315
-1
| -0% | -$70 | ﹤0.01% | 1068 |
|
|
2021
Q3 | $293K | Buy |
4,316
+434
| +11% | +$29.5K | ﹤0.01% | 1034 |
|
|
2021
Q2 | $252K | Hold |
3,882
| – | – | ﹤0.01% | 1109 |
|
|
2021
Q1 | $249K | Sell |
3,882
-201
| -5% | -$12.9K | ﹤0.01% | 1077 |
|
|
2020
Q4 | $206K | Buy |
+4,083
| New | +$206K | ﹤0.01% | 1131 |
|
|
2015
Q1 | – | Sell |
-11,846
| Closed | -$403K | – | 976 |
|
|
2014
Q4 | $403K | Buy |
11,846
+5,096
| +75% | +$173K | ﹤0.01% | 733 |
|
|
2014
Q3 | $211K | Buy |
+6,750
| New | +$211K | ﹤0.01% | 895 |
|
|
2014
Q2 | – | Sell |
-6,750
| Closed | -$224K | – | 905 |
|
|
2014
Q1 | $224K | Buy |
+6,750
| New | +$224K | ﹤0.01% | 903 |
|
|
2013
Q4 | – | Sell |
-7,866
| Closed | -$216K | – | 922 |
|
|
2013
Q3 | $216K | Sell |
7,866
-2,447
| -24% | -$67.2K | ﹤0.01% | 789 |
|
|
2013
Q2 | $245K | Buy |
+10,313
| New | +$245K | ﹤0.01% | 772 |
|