CAM
Covenant Asset Management’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
+30,376
| New | +$3.15M | 0.47% | 44 |
|
|
2017
Q3 | – | Sell |
-28,346
| Closed | -$1.3M | – | 140 |
|
|
2017
Q2 | $1.3M | Buy |
28,346
+1,065
| +4% | +$49K | 0.83% | 46 |
|
|
2017
Q1 | $1.37M | Buy |
27,281
+9,066
| +50% | +$455K | 0.92% | 37 |
|
|
2016
Q4 | $910K | Buy |
+18,215
| New | +$910K | 0.61% | 58 |
|