Corient Private Wealth’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
21,591
+12,401
| +135% | +$1.29M | ﹤0.01% | 1062 |
|
|
2025
Q1 | $866K | Buy |
9,190
+1,743
| +23% | +$164K | ﹤0.01% | 1331 |
|
|
2024
Q4 | $789K | Buy |
7,447
+788
| +12% | +$83.5K | ﹤0.01% | 1417 |
|
|
2024
Q3 | $625K | Buy |
6,659
+47
| +0.7% | +$4.41K | ﹤0.01% | 1595 |
|
|
2024
Q2 | $556K | Buy |
6,612
+701
| +12% | +$59K | ﹤0.01% | 1578 |
|
|
2024
Q1 | $462K | Buy |
5,911
+2,902
| +96% | +$227K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $208K | Buy |
+3,009
| New | +$208K | ﹤0.01% | 2055 |
|