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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.69M | Sell |
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|
2025
Q2 | $5.27M | Sell |
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|
2025
Q1 | $4.8M | Sell |
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|
2024
Q4 | $5.46M | Sell |
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|
2024
Q3 | $5.53M | Buy |
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|
2024
Q2 | $4.95M | Sell |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.81M | Sell |
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|
2018
Q3 | $3.8M | Buy |
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|
2018
Q2 | $3.59M | Buy |
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|
2018
Q1 | $3.65M | Buy |
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|
2017
Q4 | $3.2M | Sell |
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|
2017
Q3 | $2.96M | Sell |
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|
2017
Q2 | $2.81M | Buy |
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|
2017
Q1 | $2.77M | Buy |
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