Dana Investment Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Sell |
50,772
-160
| -0.3% | -$16.6K | 0.17% | 149 |
|
|
2025
Q1 | $4.8M | Sell |
50,932
-510
| -1% | -$48.1K | 0.17% | 150 |
|
|
2024
Q4 | $5.46M | Sell |
51,442
-7,398
| -13% | -$785K | 0.18% | 148 |
|
|
2024
Q3 | $5.53M | Buy |
58,840
+31
| +0.1% | +$2.91K | 0.18% | 157 |
|
|
2024
Q2 | $4.95M | Sell |
58,809
-1,072
| -2% | -$90.2K | 0.17% | 166 |
|
|
2024
Q1 | $4.68M | Buy |
59,881
+39,842
| +199% | +$3.11M | 0.16% | 174 |
|
|
2023
Q4 | $1.39M | Sell |
20,039
-48
| -0.2% | -$3.32K | 0.07% | 212 |
|
|
2023
Q3 | $1.23M | Sell |
20,087
-5,234
| -21% | -$322K | 0.06% | 211 |
|
|
2023
Q2 | $1.51M | Sell |
25,321
-1,334
| -5% | -$79.6K | 0.07% | 189 |
|
|
2023
Q1 | $1.58M | Sell |
26,655
-1,201
| -4% | -$71K | 0.08% | 172 |
|
|
2022
Q4 | $1.63M | Buy |
27,856
+3,405
| +14% | +$199K | 0.09% | 159 |
|
|
2022
Q3 | $1.27M | Sell |
24,451
-416
| -2% | -$21.6K | 0.07% | 180 |
|
|
2022
Q2 | $1.39M | Buy |
+24,867
| New | +$1.39M | 0.07% | 178 |
|
|
2019
Q1 | – | Sell |
-101,894
| Closed | -$2.81M | – | 302 |
|
|
2018
Q4 | $2.81M | Sell |
101,894
-9,366
| -8% | -$259K | 0.14% | 106 |
|
|
2018
Q3 | $3.8M | Buy |
111,260
+8,258
| +8% | +$282K | 0.16% | 110 |
|
|
2018
Q2 | $3.59M | Buy |
103,002
+10,554
| +11% | +$368K | 0.16% | 110 |
|
|
2018
Q1 | $3.65M | Buy |
92,448
+11,895
| +15% | +$470K | 0.16% | 111 |
|
|
2017
Q4 | $3.2M | Sell |
80,553
-2,625
| -3% | -$104K | 0.14% | 111 |
|
|
2017
Q3 | $2.96M | Sell |
83,178
-8,615
| -9% | -$307K | 0.14% | 112 |
|
|
2017
Q2 | $2.81M | Buy |
91,793
+9,011
| +11% | +$276K | 0.13% | 122 |
|
|
2017
Q1 | $2.77M | Buy |
+82,782
| New | +$2.77M | 0.13% | 127 |
|