Covenant Asset Management’s Stifel SF Stock Holding History

Covenant Asset Management’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.15M	Buy
2017 Q3	–	Sell
2017 Q2	$1.3M	Buy
2017 Q1	$1.37M	Buy
2016 Q4	$910K	Buy