Dana Investment Advisors’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 | $5.43M | Buy |
73,397
+1,377
| +2% | +$109K | 0.16% | 161 |
|
|
2025
Q4 | $6.01M | Sell |
72,020
-3,162
| -4% | -$253K | 0.17% | 138 |
|
|
2025
Q3 | $5.69M | Sell |
75,182
-976
| -1% | -$73.1K | 0.17% | 148 |
|
|
2025
Q2 | $5.27M | Sell |
76,158
-240
| -0.3% | -$14.7K | 0.17% | 149 |
|
|
2025
Q1 | $4.8M | Sell |
76,398
-765
| -1% | -$53.9K | 0.17% | 150 |
|
|
2024
Q4 | $5.46M | Sell |
77,163
-11,097
| -13% | -$792K | 0.18% | 148 |
|
|
2024
Q3 | $5.53M | Buy |
88,260
+46
| +0.1% | +$2.62K | 0.18% | 157 |
|
|
2024
Q2 | $4.95M | Sell |
88,214
-1,608
| -2% | -$85.2K | 0.17% | 166 |
|
|
2024
Q1 | $4.68M | Buy |
89,822
+59,763
| +199% | +$2.94M | 0.16% | 174 |
|
|
2023
Q4 | $1.39M | Sell |
30,059
-72
| -0.2% | -$2.96K | 0.07% | 212 |
|
|
2023
Q3 | $1.23M | Sell |
30,131
-7,851
| -21% | -$331K | 0.06% | 211 |
|
|
2023
Q2 | $1.51M | Sell |
37,982
-2,001
| -5% | -$78.1K | 0.07% | 189 |
|
|
2023
Q1 | $1.58M | Sell |
39,983
-1,801
| -4% | -$75.7K | 0.08% | 172 |
|
|
2022
Q4 | $1.63M | Buy |
41,784
+5,107
| +14% | +$202K | 0.09% | 159 |
|
|
2022
Q3 | $1.27M | Sell |
36,677
-624
| -2% | -$24.6K | 0.07% | 180 |
|
|
2022
Q2 | $1.39M | Buy |
+37,301
| New | +$1.55M | 0.07% | 178 |
|
|
2019
Q1 | – | Sell |
-152,840
| Closed | -$2.81M | – | 302 |
|
|
2018
Q4 | $2.81M | Sell |
152,840
-14,049
| -8% | -$291K | 0.14% | 106 |
|
|
2018
Q3 | $3.8M | Buy |
166,889
+12,386
| +8% | +$298K | 0.16% | 110 |
|
|
2018
Q2 | $3.59M | Buy |
154,503
+15,831
| +11% | +$412K | 0.16% | 110 |
|
|
2018
Q1 | $3.65M | Buy |
138,672
+17,842
| +15% | +$506K | 0.16% | 111 |
|
|
2017
Q4 | $3.2M | Sell |
120,830
-3,937
| -3% | -$96.3K | 0.14% | 111 |
|
|
2017
Q3 | $2.96M | Sell |
124,767
-12,922
| -9% | -$280K | 0.14% | 112 |
|
|
2017
Q2 | $2.81M | Buy |
137,689
+13,516
| +11% | +$277K | 0.13% | 122 |
|
|
2017
Q1 | $2.77M | Buy |
+124,173
| New | +$2.86M | 0.13% | 127 |
|
Other funds holding SF
VPM
VCM
