Continuum Advisory’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36
| Closed | -$3.39K | – | 1366 |
|
|
2025
Q1 | $3.39K | Hold |
36
| – | – | ﹤0.01% | 1195 |
|
|
2024
Q4 | $3.82K | Hold |
36
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q3 | $4.16K | Buy |
36
+17
| +89% | +$1.97K | ﹤0.01% | 1211 |
|
|
2024
Q2 | $1.6K | Hold |
19
| – | – | ﹤0.01% | 1352 |
|
|
2024
Q1 | $1.58K | Buy |
+19
| New | +$1.58K | ﹤0.01% | 1362 |
|