Creative Financial Designs’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Sell |
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|
2025
Q1 | $17.1K | Buy |
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|
2024
Q4 | $10.1K | Hold |
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|
2024
Q3 | $8.92K | Sell |
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|
2024
Q2 | $10.5K | Hold |
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|
2024
Q1 | $9.77K | Hold |
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|
2023
Q4 | $8.64K | Hold |
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|
2023
Q3 | $7.68K | Hold |
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|
2023
Q2 | $7.46K | Buy |
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|
2023
Q1 | $4.43K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $80K | Hold |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $60K | Sell |
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|
2020
Q3 | $40K | Hold |
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|
2020
Q2 | $37K | Buy |
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