Clearstead Advisors’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 | $287K | Sell |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $308K | Buy |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $243K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $17.5K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $21K | Sell |
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|
2021
Q3 | $45K | Buy |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $19K | Buy |
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