CIBC Private Wealth Group’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
$243K Sell
2025
Q1
$192K Buy
2024
Q4
$193K Sell
2024
Q3
$202K Sell
2024
Q2
$220K Sell
2024
Q1
$319K Buy
2023
Q4
$268K Buy
2023
Q3
$227K Buy
2018
Q2
Sell
2018
Q1
$1.67M Buy