Clark Capital Management Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
3,508
-8,487
| -71% | -$881K | ﹤0.01% | 354 |
|
|
2025
Q1 | $1.13M | Sell |
11,995
-438
| -4% | -$41.3K | 0.01% | 290 |
|
|
2024
Q4 | $1.32M | Buy |
12,433
+830
| +7% | +$88K | 0.01% | 288 |
|
|
2024
Q3 | $1.09M | Buy |
11,603
+1,634
| +16% | +$153K | 0.01% | 295 |
|
|
2024
Q2 | $839K | Buy |
+9,969
| New | +$839K | 0.01% | 289 |
|
|
2020
Q2 | – | Sell |
-66,140
| Closed | -$1.82M | – | 332 |
|
|
2020
Q1 | $1.82M | Buy |
+66,140
| New | +$1.82M | 0.05% | 174 |
|