CIBC Private Wealth Group’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
2,338
-169
| -7% | -$17.5K | ﹤0.01% | 1041 |
|
|
2025
Q1 | $192K | Buy |
2,507
+729
| +41% | +$55.8K | ﹤0.01% | 1093 |
|
|
2024
Q4 | $193K | Sell |
1,778
-376
| -17% | -$40.8K | ﹤0.01% | 1171 |
|
|
2024
Q3 | $202K | Sell |
2,154
-558
| -21% | -$52.4K | ﹤0.01% | 1180 |
|
|
2024
Q2 | $220K | Sell |
2,712
-1,413
| -34% | -$115K | ﹤0.01% | 1060 |
|
|
2024
Q1 | $319K | Buy |
4,125
+256
| +7% | +$19.8K | ﹤0.01% | 953 |
|
|
2023
Q4 | $268K | Buy |
3,869
+176
| +5% | +$12.2K | ﹤0.01% | 975 |
|
|
2023
Q3 | $227K | Buy |
+3,693
| New | +$227K | ﹤0.01% | 966 |
|
|
2018
Q2 | – | Sell |
-42,216
| Closed | -$1.67M | – | 2077 |
|
|
2018
Q1 | $1.67M | Buy |
+42,216
| New | +$1.67M | 0.01% | 538 |
|