CVA Family Office’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76K | Buy |
+17
| New | +$1.76K | ﹤0.01% | 1009 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$886 | – | 1059 |
|
|
2023
Q1 | $886 | Sell |
15
-165
| -92% | -$9.75K | ﹤0.01% | 910 |
|
|
2022
Q4 | $10.5K | Buy |
180
+5
| +3% | +$292 | ﹤0.01% | 652 |
|
|
2022
Q3 | $9K | Buy |
175
+75
| +75% | +$3.86K | ﹤0.01% | 647 |
|
|
2022
Q2 | $6K | Buy |
100
+25
| +33% | +$1.5K | ﹤0.01% | 727 |
|
|
2022
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 780 |
|
|
2021
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 758 |
|