Concourse Financial Group Securities’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-348
| Closed | -$40K | – | 6911 |
|
|
2024
Q4 | $40K | Sell |
348
-63
| -15% | -$7.25K | ﹤0.01% | 1298 |
|
|
2024
Q3 | $38.6K | Sell |
411
-186
| -31% | -$17.5K | ﹤0.01% | 1276 |
|
|
2024
Q2 | $50.2K | Sell |
597
-22
| -4% | -$1.85K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $48.4K | Buy |
619
+14
| +2% | +$1.09K | ﹤0.01% | 1196 |
|
|
2023
Q4 | $41.8K | Buy |
605
+25
| +4% | +$1.73K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $35.6K | Buy |
580
+15
| +3% | +$922 | ﹤0.01% | 1211 |
|
|
2023
Q2 | $33.7K | Buy |
565
+87
| +18% | +$5.19K | ﹤0.01% | 1241 |
|
|
2023
Q1 | $28.2K | Buy |
478
+93
| +24% | +$5.5K | ﹤0.01% | 1339 |
|
|
2022
Q4 | $22.5K | Sell |
385
-3
| -0.8% | -$175 | ﹤0.01% | 1424 |
|
|
2022
Q3 | $20K | Buy |
388
+91
| +31% | +$4.69K | ﹤0.01% | 1312 |
|
|
2022
Q2 | $17K | Sell |
297
-127
| -30% | -$7.27K | ﹤0.01% | 1497 |
|
|
2022
Q1 | $29K | Buy |
424
+133
| +46% | +$9.1K | ﹤0.01% | 1361 |
|
|
2021
Q4 | $20K | Sell |
291
-96
| -25% | -$6.6K | ﹤0.01% | 1638 |
|
|
2021
Q3 | $26K | Hold |
387
| – | – | ﹤0.01% | 1564 |
|
|
2021
Q2 | $25K | Buy |
387
+120
| +45% | +$7.75K | ﹤0.01% | 1575 |
|
|
2021
Q1 | $17K | Buy |
267
+24
| +10% | +$1.53K | ﹤0.01% | 1611 |
|
|
2020
Q4 | $12K | Sell |
243
-66
| -21% | -$3.26K | ﹤0.01% | 1630 |
|
|
2020
Q3 | $10K | Buy |
309
+45
| +17% | +$1.46K | ﹤0.01% | 1587 |
|
|
2020
Q2 | $8K | Buy |
264
+4
| +2% | +$121 | ﹤0.01% | 1554 |
|
|
2020
Q1 | $7K | Buy |
260
+42
| +19% | +$1.13K | ﹤0.01% | 1568 |
|
|
2019
Q4 | $9K | Buy |
218
+47
| +27% | +$1.94K | ﹤0.01% | 1474 |
|
|
2019
Q3 | $7K | Buy |
171
+84
| +97% | +$3.44K | ﹤0.01% | 1246 |
|
|
2019
Q2 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 1914 |
|
|
2019
Q1 | – | Sell |
-174
| Closed | -$4K | – | 4973 |
|
|
2018
Q4 | $4K | Sell |
174
-54
| -24% | -$1.24K | ﹤0.01% | 1755 |
|
|
2018
Q3 | $8K | Buy |
+228
| New | +$8K | ﹤0.01% | 1220 |
|