Crossmark Global Holdings’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $843K | Sell |
11,405
-312
| -3% | -$24.8K | 0.01% | 663 |
|
|
2025
Q4 | $978K | Buy |
11,717
+210
| +2% | +$16.8K | 0.01% | 612 |
|
|
2025
Q3 | $870K | Buy |
11,507
+393
| +4% | +$29.4K | 0.01% | 675 |
|
|
2025
Q2 | $769K | Buy |
11,114
+162
| +1% | +$9.95K | 0.01% | 707 |
|
|
2025
Q1 | $688K | Sell |
10,952
-19
| -0.2% | -$1.34K | 0.01% | 734 |
|
|
2024
Q4 | $776K | Buy |
10,971
+369
| +3% | +$26.3K | 0.01% | 659 |
|
|
2024
Q3 | $664K | Buy |
10,602
+1,204
| +13% | +$68.7K | 0.01% | 746 |
|
|
2024
Q2 | $527K | Sell |
9,398
-1,260
| -12% | -$66.8K | 0.01% | 805 |
|
|
2024
Q1 | $555K | Sell |
10,658
-81
| -0.8% | -$3.99K | 0.01% | 822 |
|
|
2023
Q4 | $495K | Sell |
10,739
-207
| -2% | -$8.51K | 0.01% | 854 |
|
|
2023
Q3 | $440K | Sell |
10,946
-741
| -6% | -$31.2K | 0.01% | 869 |
|
|
2023
Q2 | $490K | Sell |
11,687
-244
| -2% | -$9.52K | 0.01% | 865 |
|
|
2023
Q1 | $470K | Buy |
11,931
+31
| +0.3% | +$1.3K | 0.01% | 856 |
|
|
2022
Q4 | $463K | Sell |
11,900
-1,321
| -10% | -$52.3K | 0.01% | 818 |
|
|
2022
Q3 | $457K | Sell |
13,221
-1,455
| -10% | -$57.3K | 0.01% | 809 |
|
|
2022
Q2 | $548K | Sell |
14,676
-375
| -2% | -$15.6K | 0.01% | 781 |
|
|
2022
Q1 | $682K | Sell |
15,051
-45
| -0.3% | -$2.16K | 0.02% | 780 |
|
|
2021
Q4 | $709K | Buy |
15,096
+3,015
| +25% | +$146K | 0.02% | 762 |
|
|
2021
Q3 | $547K | Sell |
12,081
-405
| -3% | -$18.1K | 0.01% | 882 |
|
|
2021
Q2 | $540K | Sell |
12,486
-248
| -2% | -$11.1K | 0.01% | 879 |
|
|
2021
Q1 | $544K | Sell |
12,734
-106
| -0.8% | -$4.13K | 0.01% | 857 |
|
|
2020
Q4 | $432K | Sell |
12,840
-548
| -4% | -$16.3K | 0.01% | 902 |
|
|
2020
Q3 | $301K | Sell |
13,388
-45
| -0.3% | -$1K | 0.01% | 1026 |
|
|
2020
Q2 | $283K | Sell |
13,433
-1,170
| -8% | -$23.5K | 0.01% | 1042 |
|
|
2020
Q1 | $268K | Sell |
14,603
-405
| -3% | -$10.1K | 0.01% | 917 |
|
|
2019
Q4 | $405K | Sell |
15,008
-3,892
| -21% | -$102K | 0.01% | 923 |
|
|
2019
Q3 | $482K | Sell |
18,900
-720
| -4% | -$18.1K | 0.01% | 797 |
|
|
2019
Q2 | $515K | Sell |
19,620
-225
| -1% | -$5.73K | 0.01% | 793 |
|
|
2019
Q1 | $465K | Hold |
19,845
| – | – | 0.01% | 853 |
|
|
2018
Q4 | $365K | Buy |
19,845
+225
| +1% | +$4.66K | 0.01% | 939 |
|
|
2018
Q3 | $447K | Buy |
19,620
+157
| +0.8% | +$3.78K | 0.01% | 1025 |
|
|
2018
Q2 | $452K | Buy |
19,463
+810
| +4% | +$21.1K | 0.01% | 1019 |
|
|
2018
Q1 | $491K | Sell |
18,653
-315
| -2% | -$8.93K | 0.01% | 930 |
|
|
2017
Q4 | $502K | Buy |
18,968
+698
| +4% | +$17.1K | 0.01% | 996 |
|
|
2017
Q3 | $434K | Buy |
+18,270
| New | +$396K | 0.01% | 1051 |
|
|
2016
Q3 | $434K | Buy |
+18,270
| New | +$293K | 0.01% | 1051 |
|
Other funds holding SF
VPM
VCM
