Diversified Trust’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 | – | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $309K | Sell |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $250K | Buy |
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