Clearstead Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
2,762
-799
| -22% | -$82.9K | ﹤0.01% | 778 |
|
|
2025
Q1 | $336K | Buy |
3,561
+662
| +23% | +$62.4K | 0.01% | 675 |
|
|
2024
Q4 | $308K | Buy |
2,899
+6
| +0.2% | +$636 | ﹤0.01% | 714 |
|
|
2024
Q3 | $272K | Hold |
2,893
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $243K | Buy |
+2,893
| New | +$243K | ﹤0.01% | 753 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$17.5K | – | 1424 |
|
|
2022
Q4 | $17.5K | Hold |
300
| – | – | ﹤0.01% | 817 |
|
|
2022
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 811 |
|
|
2022
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 835 |
|
|
2022
Q1 | $20K | Hold |
300
| – | – | ﹤0.01% | 872 |
|
|
2021
Q4 | $21K | Sell |
300
-359
| -54% | -$25.1K | ﹤0.01% | 817 |
|
|
2021
Q3 | $45K | Buy |
659
+359
| +120% | +$24.5K | ﹤0.01% | 624 |
|
|
2021
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 710 |
|
|
2021
Q1 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 691 |
|