DiNuzzo Private Wealth’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39K | Sell |
23
-1
| -4% | -$104 | ﹤0.01% | 562 |
|
|
2025
Q1 | $2.26K | Buy |
24
+1
| +4% | +$94 | ﹤0.01% | 550 |
|
|
2024
Q4 | $2.44K | Hold |
23
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $2.16K | Buy |
23
+1
| +5% | +$94 | ﹤0.01% | 581 |
|
|
2024
Q2 | $1.85K | Buy |
22
+3
| +16% | +$253 | ﹤0.01% | 544 |
|
|
2024
Q1 | $1.49K | Hold |
19
| – | – | ﹤0.01% | 582 |
|
|
2023
Q4 | $1.31K | Buy |
+19
| New | +$1.31K | ﹤0.01% | 600 |
|