Creative Financial Designs’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Sell |
143
-38
| -21% | -$3.94K | ﹤0.01% | 1220 |
|
|
2025
Q1 | $17.1K | Buy |
181
+86
| +91% | +$8.11K | ﹤0.01% | 1132 |
|
|
2024
Q4 | $10.1K | Hold |
95
| – | – | ﹤0.01% | 1252 |
|
|
2024
Q3 | $8.92K | Sell |
95
-30
| -24% | -$2.82K | ﹤0.01% | 1229 |
|
|
2024
Q2 | $10.5K | Hold |
125
| – | – | ﹤0.01% | 1152 |
|
|
2024
Q1 | $9.77K | Hold |
125
| – | – | ﹤0.01% | 1147 |
|
|
2023
Q4 | $8.64K | Hold |
125
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q3 | $7.68K | Hold |
125
| – | – | ﹤0.01% | 1094 |
|
|
2023
Q2 | $7.46K | Buy |
125
+50
| +67% | +$2.98K | ﹤0.01% | 1098 |
|
|
2023
Q1 | $4.43K | Buy |
+75
| New | +$4.43K | ﹤0.01% | 1141 |
|
|
2021
Q4 | – | Sell |
-1,184
| Closed | -$80K | – | 1423 |
|
|
2021
Q3 | $80K | Hold |
1,184
| – | – | 0.01% | 493 |
|
|
2021
Q2 | $77K | Hold |
1,184
| – | – | 0.01% | 496 |
|
|
2021
Q1 | $76K | Hold |
1,184
| – | – | 0.01% | 474 |
|
|
2020
Q4 | $60K | Sell |
1,184
-1
| -0.1% | -$51 | 0.01% | 472 |
|
|
2020
Q3 | $40K | Hold |
1,185
| – | – | 0.01% | 511 |
|
|
2020
Q2 | $37K | Buy |
+1,185
| New | +$37K | 0.01% | 470 |
|