Connable Office Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $462K | Sell |
6,250
-1,054
| -14% | -$83.7K | 0.05% | 140 |
|
|
2025
Q4 | $610K | Sell |
7,304
-798
| -10% | -$63.8K | 0.06% | 128 |
|
|
2025
Q3 | $613K | Hold |
8,102
| – | – | 0.06% | 127 |
|
|
2025
Q2 | $561K | Hold |
8,102
| – | – | 0.06% | 131 |
|
|
2025
Q1 | $509K | Hold |
8,102
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $573K | Hold |
8,102
| – | – | 0.06% | 128 |
|
|
2024
Q3 | $507K | Hold |
8,102
| – | – | 0.05% | 136 |
|
|
2024
Q2 | $454K | Sell |
8,102
-381
| -4% | -$20.2K | 0.05% | 146 |
|
|
2024
Q1 | $442K | Buy |
8,483
+36
| +0.4% | +$1.77K | 0.05% | 148 |
|
|
2023
Q4 | $389K | Hold |
8,447
| – | – | 0.05% | 156 |
|
|
2023
Q3 | $346K | Hold |
8,447
| – | – | 0.05% | 149 |
|
|
2023
Q2 | $336K | Hold |
8,447
| – | – | 0.05% | 161 |
|
|
2023
Q1 | $333K | Hold |
8,447
| – | – | 0.05% | 162 |
|
|
2022
Q4 | $329K | Hold |
8,447
| – | – | 0.05% | 162 |
|
|
2022
Q3 | $292K | Sell |
8,447
-439
| -5% | -$17.3K | 0.05% | 164 |
|
|
2022
Q2 | $332K | Hold |
8,886
| – | – | 0.05% | 152 |
|
|
2022
Q1 | $402K | Hold |
8,886
| – | – | 0.05% | 147 |
|
|
2021
Q4 | $417K | Buy |
8,886
+283
| +3% | +$13.7K | 0.05% | 156 |
|
|
2021
Q3 | $390K | Buy |
8,603
+254
| +3% | +$11.3K | 0.06% | 150 |
|
|
2021
Q2 | $361K | Sell |
8,349
-2,064
| -20% | -$92.6K | 0.05% | 152 |
|
|
2021
Q1 | $445K | Hold |
10,413
| – | – | 0.06% | 144 |
|
|
2020
Q4 | $350K | Hold |
10,413
| – | – | 0.05% | 166 |
|
|
2020
Q3 | $234K | Buy |
10,413
+342
| +3% | +$7.64K | 0.04% | 164 |
|
|
2020
Q2 | $212K | Buy |
+10,071
| New | +$202K | 0.04% | 166 |
|
|
2020
Q1 | – | Sell |
-9,317
| Closed | -$251K | – | 178 |
|
|
2019
Q4 | $251K | Hold |
9,317
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $238K | Buy |
9,317
+184
| +2% | +$4.62K | 0.04% | 155 |
|
|
2019
Q2 | $240K | Hold |
9,133
| – | – | 0.04% | 158 |
|
|
2019
Q1 | $214K | Buy |
+9,133
| New | +$207K | 0.04% | 158 |
|
|
2018
Q4 | – | Sell |
-9,072
| Closed | -$207K | – | 173 |
|
|
2018
Q3 | $207K | Hold |
9,072
| – | – | 0.04% | 167 |
|
|
2018
Q2 | $211K | Hold |
9,072
| – | – | 0.04% | 161 |
|
|
2018
Q1 | $239K | Hold |
9,072
| – | – | 0.05% | 146 |
|
|
2017
Q4 | $240K | Sell |
9,072
-1,701
| -16% | -$41.6K | 0.05% | 153 |
|
|
2017
Q3 | $256K | Sell |
10,773
-315
| -3% | -$6.82K | 0.05% | 141 |
|
|
2017
Q2 | $227K | Hold |
11,088
| – | – | 0.05% | 150 |
|
|
2017
Q1 | $247K | Hold |
11,088
| – | – | 0.06% | 147 |
|
|
2016
Q4 | $246K | Sell |
11,088
-1,872
| -14% | -$37.6K | 0.06% | 177 |
|
|
2016
Q3 | $221K | Buy |
+12,960
| New | +$208K | 0.05% | 188 |
|
|
2016
Q1 | – | Sell |
-12,960
| Closed | -$244K | – | 191 |
|
|
2015
Q4 | $244K | Buy |
+12,960
| New | +$252K | 0.07% | 145 |
|
|
2015
Q3 | – | Sell |
-10,159
| Closed | -$261K | – | 223 |
|
|
2015
Q2 | $261K | Buy |
10,159
+135
| +1% | +$3.33K | 0.07% | 159 |
|
|
2015
Q1 | $248K | Hold |
10,024
| – | – | 0.06% | 161 |
|
|
2014
Q4 | $227K | Sell |
10,024
-337
| -3% | -$7.13K | 0.06% | 173 |
|
|
2014
Q3 | $216K | Sell |
10,361
-45
| -0.4% | -$938 | 0.06% | 179 |
|
|
2014
Q2 | $219K | Sell |
10,406
-698
| -6% | -$14.4K | 0.06% | 187 |
|
|
2014
Q1 | $246K | Sell |
11,104
-742
| -6% | -$15.8K | 0.07% | 171 |
|
|
2013
Q4 | $252K | Buy |
+11,846
| New | +$227K | 0.07% | 172 |
|
Other funds holding SF
VPM
VCM
