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Connectus Wealth’s Stifel Financial Corp. Depositary Shares, Each Representing 1/1,000th Interest in a Share of 6.25% Non-Cumulative Preferred Stock, Series B SF.PRB Stock Holding History

Connectus Wealth’s Portfolio SF.PRB Stock Details SF.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$356K Buy
+14,375
New +$356K 0.01% 313
2022
Q4 		– Sell
-19,125
Closed -$464K – 505
2022
Q3 		$464K Buy
+19,125
New +$464K 0.01% 413