Crossmark Global Holdings’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
7,409
+108
| +1% | +$11.2K | 0.01% | 707 |
|
|
2025
Q1 | $688K | Sell |
7,301
-13
| -0.2% | -$1.23K | 0.01% | 734 |
|
|
2024
Q4 | $776K | Buy |
7,314
+246
| +3% | +$26.1K | 0.01% | 659 |
|
|
2024
Q3 | $664K | Buy |
7,068
+803
| +13% | +$75.4K | 0.01% | 746 |
|
|
2024
Q2 | $527K | Sell |
6,265
-840
| -12% | -$70.7K | 0.01% | 805 |
|
|
2024
Q1 | $555K | Sell |
7,105
-54
| -0.8% | -$4.22K | 0.01% | 822 |
|
|
2023
Q4 | $495K | Sell |
7,159
-138
| -2% | -$9.54K | 0.01% | 854 |
|
|
2023
Q3 | $440K | Sell |
7,297
-494
| -6% | -$29.8K | 0.01% | 869 |
|
|
2023
Q2 | $490K | Sell |
7,791
-163
| -2% | -$10.3K | 0.01% | 865 |
|
|
2023
Q1 | $470K | Buy |
7,954
+21
| +0.3% | +$1.24K | 0.01% | 856 |
|
|
2022
Q4 | $463K | Sell |
7,933
-881
| -10% | -$51.4K | 0.01% | 818 |
|
|
2022
Q3 | $457K | Sell |
8,814
-970
| -10% | -$50.3K | 0.01% | 809 |
|
|
2022
Q2 | $548K | Sell |
9,784
-250
| -2% | -$14K | 0.01% | 781 |
|
|
2022
Q1 | $682K | Sell |
10,034
-30
| -0.3% | -$2.04K | 0.02% | 780 |
|
|
2021
Q4 | $709K | Buy |
10,064
+2,010
| +25% | +$142K | 0.02% | 762 |
|
|
2021
Q3 | $547K | Sell |
8,054
-270
| -3% | -$18.3K | 0.01% | 882 |
|
|
2021
Q2 | $540K | Sell |
8,324
-165
| -2% | -$10.7K | 0.01% | 879 |
|
|
2021
Q1 | $544K | Sell |
8,489
-71
| -0.8% | -$4.55K | 0.01% | 857 |
|
|
2020
Q4 | $432K | Sell |
8,560
-365
| -4% | -$18.4K | 0.01% | 902 |
|
|
2020
Q3 | $301K | Sell |
8,925
-30
| -0.3% | -$1.01K | 0.01% | 1026 |
|
|
2020
Q2 | $283K | Sell |
8,955
-780
| -8% | -$24.7K | 0.01% | 1042 |
|
|
2020
Q1 | $268K | Sell |
9,735
-270
| -3% | -$7.43K | 0.01% | 917 |
|
|
2019
Q4 | $405K | Sell |
10,005
-2,595
| -21% | -$105K | 0.01% | 923 |
|
|
2019
Q3 | $482K | Sell |
12,600
-480
| -4% | -$18.4K | 0.01% | 797 |
|
|
2019
Q2 | $515K | Sell |
13,080
-150
| -1% | -$5.91K | 0.01% | 793 |
|
|
2019
Q1 | $465K | Hold |
13,230
| – | – | 0.01% | 853 |
|
|
2018
Q4 | $365K | Buy |
13,230
+150
| +1% | +$4.14K | 0.01% | 939 |
|
|
2018
Q3 | $447K | Buy |
13,080
+105
| +0.8% | +$3.59K | 0.01% | 1025 |
|
|
2018
Q2 | $452K | Buy |
12,975
+540
| +4% | +$18.8K | 0.01% | 1019 |
|
|
2018
Q1 | $491K | Sell |
12,435
-210
| -2% | -$8.29K | 0.01% | 930 |
|
|
2017
Q4 | $502K | Buy |
12,645
+465
| +4% | +$18.5K | 0.01% | 996 |
|
|
2017
Q3 | $434K | Buy |
+12,180
| New | +$434K | 0.01% | 1051 |
|
|
2016
Q3 | $434K | Buy |
+12,180
| New | +$434K | 0.01% | 1051 |
|