Clayton Financial 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 | – | Sell |
-25,012
| Closed | -$2.36M | – | 101 |
|
|
2025
Q1 | $2.36M | Hold |
25,012
| – | – | 0.86% | 27 |
|
|
2024
Q4 | $2.65M | Hold |
25,012
| – | – | 0.96% | 26 |
|
|
2024
Q3 | $2.35M | Hold |
25,012
| – | – | 0.88% | 27 |
|
|
2024
Q2 | $1.96M | Hold |
25,012
| – | – | 0.85% | 28 |
|
|
2024
Q1 | $1.96M | Hold |
25,012
| – | – | 0.89% | 27 |
|
|
2023
Q4 | $1.73M | Buy |
+25,012
| New | +$1.73M | 1.08% | 25 |
|