Citigroup’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 | $9.6M | Buy |
129,849
+41,628
| +47% | +$3.31M | 0.01% | 1501 |
|
|
2025
Q4 | $7.36M | Buy |
88,221
+30,519
| +53% | +$2.44M | 0.01% | 1748 |
|
|
2025
Q3 | $4.36M | Buy |
57,702
+5,035
| +10% | +$377K | ﹤0.01% | 2076 |
|
|
2025
Q2 | $3.64M | Sell |
52,667
-25,980
| -33% | -$1.6M | ﹤0.01% | 2144 |
|
|
2025
Q1 | $4.94M | Buy |
78,647
+39,645
| +102% | +$2.79M | ﹤0.01% | 1904 |
|
|
2024
Q4 | $2.76M | Buy |
39,002
+2,985
| +8% | +$213K | ﹤0.01% | 2534 |
|
|
2024
Q3 | $2.25M | Buy |
36,017
+7,857
| +28% | +$448K | ﹤0.01% | 2565 |
|
|
2024
Q2 | $1.58M | Buy |
28,160
+4,022
| +17% | +$213K | ﹤0.01% | 2546 |
|
|
2024
Q1 | $1.26M | Buy |
24,138
+4,672
| +24% | +$230K | ﹤0.01% | 2844 |
|
|
2023
Q4 | $897K | Sell |
19,466
-5,413
| -22% | -$223K | ﹤0.01% | 2918 |
|
|
2023
Q3 | $1.02M | Buy |
24,879
+5,838
| +31% | +$246K | ﹤0.01% | 2492 |
|
|
2023
Q2 | $757K | Sell |
19,041
-8,654
| -31% | -$338K | ﹤0.01% | 3052 |
|
|
2023
Q1 | $1.09M | Sell |
27,695
-2,658
| -9% | -$112K | ﹤0.01% | 2469 |
|
|
2022
Q4 | $1.18M | Sell |
30,353
-19,485
| -39% | -$771K | ﹤0.01% | 2456 |
|
|
2022
Q3 | $1.73M | Buy |
49,838
+6,240
| +14% | +$246K | ﹤0.01% | 2260 |
|
|
2022
Q2 | $1.63M | Sell |
43,598
-43,827
| -50% | -$1.82M | ﹤0.01% | 2264 |
|
|
2022
Q1 | $3.96M | Buy |
87,425
+15,750
| +22% | +$756K | ﹤0.01% | 1815 |
|
|
2021
Q4 | $3.37M | Buy |
71,675
+5,741
| +9% | +$279K | ﹤0.01% | 2168 |
|
|
2021
Q3 | $2.99M | Sell |
65,934
-109,646
| -62% | -$4.89M | ﹤0.01% | 2204 |
|
|
2021
Q2 | $7.59M | Buy |
175,580
+97,746
| +126% | +$4.38M | 0.01% | 1606 |
|
|
2021
Q1 | $3.32M | Sell |
77,834
-32,455
| -29% | -$1.26M | ﹤0.01% | 2118 |
|
|
2020
Q4 | $3.71M | Buy |
110,289
+80,519
| +270% | +$2.39M | ﹤0.01% | 2308 |
|
|
2020
Q3 | $668K | Sell |
29,770
-31,698
| -52% | -$708K | ﹤0.01% | 3608 |
|
|
2020
Q2 | $1.3M | Sell |
61,468
-82,197
| -57% | -$1.65M | ﹤0.01% | 3275 |
|
|
2020
Q1 | $2.64M | Buy |
143,665
+13,187
| +10% | +$330K | ﹤0.01% | 2223 |
|
|
2019
Q4 | $3.52M | Buy |
130,478
+118,868
| +1,024% | +$3.11M | ﹤0.01% | 2356 |
|
|
2019
Q3 | $296K | Sell |
11,610
-28,856
| -71% | -$725K | ﹤0.01% | 4830 |
|
|
2019
Q2 | $1.06M | Buy |
40,466
+29,823
| +280% | +$759K | ﹤0.01% | 3547 |
|
|
2019
Q1 | $250K | Sell |
10,643
-29,002
| -73% | -$657K | ﹤0.01% | 4883 |
|
|
2018
Q4 | $730K | Buy |
39,645
+28,660
| +261% | +$594K | ﹤0.01% | 3722 |
|
|
2018
Q3 | $250K | Sell |
10,985
-5,096
| -32% | -$123K | ﹤0.01% | 5009 |
|
|
2018
Q2 | $374K | Sell |
16,081
-11,623
| -42% | -$302K | ﹤0.01% | 4402 |
|
|
2018
Q1 | $729K | Sell |
27,704
-1,879
| -6% | -$53.2K | ﹤0.01% | 3567 |
|
|
2017
Q4 | $783K | Buy |
29,583
+25,477
| +620% | +$623K | ﹤0.01% | 3602 |
|
|
2017
Q3 | $98K | Buy |
4,106
+353
| +9% | +$7.65K | ﹤0.01% | 5583 |
|
|
2017
Q2 | $77K | Sell |
3,753
-3,166
| -46% | -$65K | ﹤0.01% | 5526 |
|
|
2017
Q1 | $154K | Sell |
6,919
-145,530
| -95% | -$3.35M | ﹤0.01% | 4873 |
|
|
2016
Q4 | $3.38M | Buy |
152,449
+97,212
| +176% | +$1.95M | 0.01% | 2297 |
|
|
2016
Q3 | $944K | Buy |
55,237
+48,825
| +761% | +$784K | ﹤0.01% | 3279 |
|
|
2016
Q2 | $90K | Sell |
6,412
-107,139
| -94% | -$1.59M | ﹤0.01% | 5159 |
|
|
2016
Q1 | $1.49M | Buy |
113,551
+90,254
| +387% | +$1.28M | ﹤0.01% | 2858 |
|
|
2015
Q4 | $439K | Buy |
23,297
+10,931
| +88% | +$212K | ﹤0.01% | 3992 |
|
|
2015
Q3 | $232K | Sell |
12,366
-3,402
| -22% | -$77K | ﹤0.01% | 4379 |
|
|
2015
Q2 | $405K | Sell |
15,768
-12,877
| -45% | -$317K | ﹤0.01% | 3896 |
|
|
2015
Q1 | $710K | Sell |
28,645
-40,673
| -59% | -$939K | ﹤0.01% | 3406 |
|
|
2014
Q4 | $1.57M | Buy |
69,318
+61,747
| +816% | +$1.31M | ﹤0.01% | 2679 |
|
|
2014
Q3 | $157K | Buy |
7,571
+3,242
| +75% | +$67.6K | ﹤0.01% | 4405 |
|
|
2014
Q2 | $91K | Sell |
4,329
-45,972
| -91% | -$947K | ﹤0.01% | 4735 |
|
|
2014
Q1 | $1.11M | Sell |
50,301
-19,890
| -28% | -$422K | ﹤0.01% | 2790 |
|
|
2013
Q4 | $1.49M | Buy |
70,191
+23,886
| +52% | +$459K | ﹤0.01% | 2830 |
|
|
2013
Q3 | $848K | Sell |
46,305
-54,648
| -54% | -$954K | ﹤0.01% | 3023 |
|
|
2013
Q2 | $1.6M | Buy |
+100,953
| New | +$1.53M | ﹤0.01% | 2537 |
|
Other funds holding SF
VPM
VCM
