Edgestream Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53,043
| Closed | -$5.63M | – | 1036 |
|
|
2024
Q4 | $5.63M | Buy |
+53,043
| New | +$5.63M | 0.24% | 114 |
|
|
2024
Q1 | – | Sell |
-56,206
| Closed | -$3.89M | – | 996 |
|
|
2023
Q4 | $3.89M | Buy |
+56,206
| New | +$3.89M | 0.28% | 69 |
|
|
2023
Q3 | – | Sell |
-62,720
| Closed | -$3.74M | – | 954 |
|
|
2023
Q2 | $3.74M | Buy |
+62,720
| New | +$3.74M | 0.34% | 42 |
|