DAS
Diversify Advisory Services’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,003
| Closed | -$312K | – | 681 |
|
|
2024
Q4 | $312K | Sell |
3,003
-243
| -7% | -$25.3K | 0.02% | 473 |
|
|
2024
Q3 | $326K | Buy |
3,246
+93
| +3% | +$9.35K | 0.02% | 479 |
|
|
2024
Q2 | $258K | Buy |
3,153
+88
| +3% | +$7.2K | 0.01% | 546 |
|
|
2024
Q1 | $237K | Buy |
+3,065
| New | +$237K | 0.01% | 578 |
|