Detalus 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
Q2 | $508K | Hold |
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|
2025
Q1 | $461K | Hold |
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|
2024
Q4 | $519K | Hold |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $685K | Hold |
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|
2024
Q1 | $636K | Sell |
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|
2023
Q4 | $574K | Hold |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.33M | Hold |
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|
2020
Q3 | $887K | Hold |
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|
2020
Q2 | $832K | Hold |
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|
2020
Q1 | $724K | Sell |
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|
2019
Q4 | $1.64M | Buy |
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