Cornerstone Investment Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
6,825
+76
| +1% | +$7.89K | 0.03% | 48 |
|
|
2025
Q1 | $636K | Buy |
6,749
+7
| +0.1% | +$660 | 0.03% | 48 |
|
|
2024
Q4 | $715K | Buy |
6,742
+178
| +3% | +$18.9K | 0.04% | 48 |
|
|
2024
Q3 | $616K | Sell |
6,564
-109
| -2% | -$10.2K | 0.03% | 52 |
|
|
2024
Q2 | $562K | Buy |
6,673
+40
| +0.6% | +$3.37K | 0.03% | 70 |
|
|
2024
Q1 | $519K | Buy |
6,633
+16
| +0.2% | +$1.25K | 0.03% | 81 |
|
|
2023
Q4 | $458K | Buy |
6,617
+18
| +0.3% | +$1.25K | 0.03% | 87 |
|
|
2023
Q3 | $405K | Buy |
6,599
+3
| +0% | +$184 | 0.03% | 84 |
|
|
2023
Q2 | $394K | Buy |
6,596
+33
| +0.5% | +$1.97K | 0.02% | 84 |
|
|
2023
Q1 | $388K | Sell |
6,563
-46
| -0.7% | -$2.72K | 0.03% | 85 |
|
|
2022
Q4 | $386K | Buy |
6,609
+1
| +0% | +$58 | 0.02% | 88 |
|
|
2022
Q3 | $343K | Buy |
6,608
+77
| +1% | +$4K | 0.02% | 86 |
|
|
2022
Q2 | $366K | Sell |
6,531
-146
| -2% | -$8.18K | 0.02% | 84 |
|
|
2022
Q1 | $453K | Buy |
6,677
+3
| +0% | +$204 | 0.03% | 76 |
|
|
2021
Q4 | $470K | Buy |
6,674
+2,882
| +76% | +$203K | 0.03% | 80 |
|
|
2021
Q3 | $258K | Buy |
+3,792
| New | +$258K | 0.01% | 125 |
|