CAG
Crestwood Advisors Group’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
127,406
+189
| +0.1% | +$19.6K | 0.24% | 87 |
|
|
2025
Q1 | $12M | Sell |
127,217
-1,882
| -1% | -$177K | 0.23% | 89 |
|
|
2024
Q4 | $13.7M | Buy |
129,099
+155
| +0.1% | +$16.4K | 0.26% | 78 |
|
|
2024
Q3 | $12.1M | Buy |
128,944
+42
| +0% | +$3.94K | 0.23% | 83 |
|
|
2024
Q2 | $10.8M | Buy |
128,902
+1,351
| +1% | +$114K | 0.22% | 83 |
|
|
2024
Q1 | $9.97M | Buy |
127,551
+8,614
| +7% | +$673K | 0.22% | 86 |
|
|
2023
Q4 | $8.22M | Buy |
118,937
+1,238
| +1% | +$85.6K | 0.19% | 94 |
|
|
2023
Q3 | $7.23M | Buy |
+117,699
| New | +$7.23M | 0.19% | 93 |
|