Cornerstone Planning Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65K | Sell |
86
-65
| -43% | -$7.29K | ﹤0.01% | 566 |
|
|
2025
Q1 | $12.5K | Buy |
151
+55
| +57% | +$4.55K | ﹤0.01% | 509 |
|
|
2024
Q4 | $10.9K | Sell |
96
-7
| -7% | -$793 | ﹤0.01% | 415 |
|
|
2024
Q3 | $10.8K | Sell |
103
-38
| -27% | -$3.98K | ﹤0.01% | 403 |
|
|
2024
Q2 | $11.1K | Sell |
141
-22
| -13% | -$1.74K | ﹤0.01% | 417 |
|
|
2024
Q1 | $13.3K | Buy |
163
+3
| +2% | +$245 | ﹤0.01% | 355 |
|
|
2023
Q4 | $11.1K | Sell |
160
-5
| -3% | -$346 | ﹤0.01% | 412 |
|
|
2023
Q3 | $10.1K | Sell |
165
-22
| -12% | -$1.35K | ﹤0.01% | 418 |
|
|
2023
Q2 | $11.2K | Buy |
+187
| New | +$11.2K | ﹤0.01% | 604 |
|
|
2022
Q4 | $5.54K | Buy |
+92
| New | +$5.54K | ﹤0.01% | 853 |
|