Coldstream Capital Management’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 | $1.23M | Sell |
|
|||||
|
2025
Q1 | $1.16M | Buy |
|
|||||
|
2024
Q4 | $1.29M | Sell |
|
|||||
|
2024
Q3 | $1.17M | Buy |
|
|||||
|
2024
Q2 | $991K | Buy |
|
|||||
|
2024
Q1 | $918K | Buy |
|
|||||
|
2023
Q4 | $807K | Buy |
|
|||||
|
2023
Q3 | $626K | Sell |
|
|||||
|
2023
Q2 | $618K | Buy |
|
|||||
|
2023
Q1 | $583K | Buy |
|
|||||
|
2022
Q4 | $546K | Buy |
|
|||||
|
2022
Q2 | $543K | Buy |
|
|||||
|
2022
Q1 | $583K | Sell |
|
|||||
|
2021
Q4 | $672K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $366K | Sell |
|
|||||
|
2021
Q1 | $383K | Buy |
|
|||||
|
2020
Q4 | $299K | Buy |
|