Curi RMB Capital’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 | $13.7M | Buy |
185,235
+23,269
| +14% | +$1.85M | 0.24% | 105 |
|
|
2025
Q4 | $13.5M | Sell |
161,966
-3,409
| -2% | -$272K | 0.23% | 107 |
|
|
2025
Q3 | $12.5M | Buy |
165,375
+60,153
| +57% | +$4.5M | 0.23% | 117 |
|
|
2025
Q2 | $7.28M | Buy |
105,222
+6,117
| +6% | +$376K | 0.14% | 183 |
|
|
2025
Q1 | $6.23M | Sell |
99,105
-9,951
| -9% | -$702K | 0.15% | 174 |
|
|
2024
Q4 | $7.71M | Buy |
109,056
+5,104
| +5% | +$364K | 0.18% | 159 |
|
|
2024
Q3 | $6.51M | Buy |
103,952
+14,094
| +16% | +$804K | 0.15% | 166 |
|
|
2024
Q2 | $5.04M | Buy |
89,858
+1,367
| +2% | +$72.4K | 0.12% | 181 |
|
|
2024
Q1 | $4.61M | Buy |
88,491
+6,315
| +8% | +$311K | 0.11% | 191 |
|
|
2023
Q4 | $3.79M | Hold |
82,176
| – | – | 0.12% | 179 |
|
|
2023
Q3 | $3.37M | Buy |
82,176
+1,201
| +1% | +$50.6K | 0.12% | 173 |
|
|
2023
Q2 | $3.22M | Hold |
80,975
| – | – | 0.11% | 178 |
|
|
2023
Q1 | $3.19M | Hold |
80,975
| – | – | 0.11% | 170 |
|
|
2022
Q4 | $3.15M | Sell |
80,975
-23,274
| -22% | -$921K | 0.11% | 173 |
|
|
2022
Q3 | $3.61M | Hold |
104,249
| – | – | 0.13% | 163 |
|
|
2022
Q2 | $3.89M | Sell |
104,249
-11,251
| -10% | -$467K | 0.13% | 157 |
|
|
2022
Q1 | $5.23M | Hold |
115,500
| – | – | 0.17% | 131 |
|
|
2021
Q4 | $5.42M | Sell |
115,500
-33
| -0% | -$1.6K | 0.16% | 132 |
|
|
2021
Q3 | $5.23M | Sell |
115,533
-1,274
| -1% | -$56.8K | 0.17% | 127 |
|
|
2021
Q2 | $5.05M | Sell |
116,807
-41,751
| -26% | -$1.87M | 0.17% | 133 |
|
|
2021
Q1 | $6.77M | Sell |
158,558
-121
| -0.1% | -$4.71K | 0.25% | 108 |
|
|
2020
Q4 | $5.34M | Buy |
158,679
+2,641
| +2% | +$78.4K | 0.2% | 123 |
|
|
2020
Q3 | $3.51M | Buy |
156,038
+950
| +0.6% | +$21.2K | 0.15% | 141 |
|
|
2020
Q2 | $3.27M | Buy |
155,088
+17,109
| +12% | +$344K | 0.15% | 148 |
|
|
2020
Q1 | $2.53M | Buy |
137,979
+13,795
| +11% | +$346K | 0.13% | 174 |
|
|
2019
Q4 | $3.35M | Sell |
124,184
-1,911
| -2% | -$49.9K | 0.12% | 202 |
|
|
2019
Q3 | $3.22M | Buy |
126,095
+225
| +0.2% | +$5.65K | 0.12% | 224 |
|
|
2019
Q2 | $3.3M | Sell |
125,870
-936
| -0.7% | -$23.8K | 0.11% | 236 |
|
|
2019
Q1 | $2.97M | Hold |
126,806
| – | – | 0.1% | 267 |
|
|
2018
Q4 | $2.33M | Sell |
126,806
-3,024
| -2% | -$62.7K | 0.08% | 306 |
|
|
2018
Q3 | $2.96M | Sell |
129,830
-11,718
| -8% | -$282K | 0.09% | 298 |
|
|
2018
Q2 | $3.29M | Sell |
141,548
-72,951
| -34% | -$1.9M | 0.1% | 271 |
|
|
2018
Q1 | $5.65M | Sell |
214,499
-72,489
| -25% | -$2.05M | 0.17% | 195 |
|
|
2017
Q4 | $7.6M | Buy |
286,988
+72,588
| +34% | +$1.78M | 0.24% | 153 |
|
|
2017
Q3 | $5.09M | Sell |
214,400
-180
| -0.1% | -$3.9K | 0.17% | 229 |
|
|
2017
Q2 | $4.38M | Buy |
+214,580
| New | +$4.4M | 0.15% | 242 |
|
Other funds holding SF
VPM
VCM
