Drive Wealth Management’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$216K	Buy	+2,078	New	+$216K	0.05%	306
2025 Q1	–	Sell	-2,143	Closed	-$227K	–	375
2024 Q4	$227K	Buy	+2,143	New	+$227K	0.06%	273