Crestwood Advisors Group’s Stifel SF Stock Holding History

Crestwood Advisors Group’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	$13.2M	Buy
2025 Q1	$12M	Sell
2024 Q4	$13.7M	Buy
2024 Q3	$12.1M	Buy
2024 Q2	$10.8M	Buy
2024 Q1	$9.97M	Buy
2023 Q4	$8.22M	Buy
2023 Q3	$7.23M	Buy