CVA Family Office’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.93K Hold
2025
Q2
$1.76K Buy
2023
Q2
Sell
2023
Q1
$886 Sell
2022
Q4
$10.5K Buy
2022
Q3
$9K Buy
2022
Q2
$6K Buy
2022
Q1
$5K Hold
2021
Q4
$5K Buy