Concurrent Investment 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 | $777K | Buy |
7,484
+162
| +2% | +$16.8K | 0.02% | 678 |
|
|
2025
Q1 | $690K | Sell |
7,322
-111
| -1% | -$10.5K | 0.02% | 642 |
|
|
2024
Q4 | $789K | Sell |
7,433
-20
| -0.3% | -$2.12K | 0.02% | 545 |
|
|
2024
Q3 | $700K | Sell |
7,453
-26
| -0.3% | -$2.44K | 0.02% | 541 |
|
|
2024
Q2 | $629K | Buy |
7,479
+78
| +1% | +$6.56K | 0.02% | 527 |
|
|
2024
Q1 | $579K | Buy |
7,401
+111
| +2% | +$8.68K | 0.02% | 503 |
|
|
2023
Q4 | $504K | Buy |
+7,290
| New | +$504K | 0.02% | 493 |
|