EFG Asset 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 | $2.28M | Sell |
21,989
-5,981
| -21% | -$621K | 0.32% | 130 |
|
|
2025
Q1 | $2.63M | Sell |
27,970
-8,509
| -23% | -$801K | 0.44% | 89 |
|
|
2024
Q4 | $3.87M | Buy |
36,479
+17,266
| +90% | +$1.83M | 0.53% | 63 |
|
|
2024
Q3 | $1.8M | Buy |
19,213
+1,385
| +8% | +$130K | 0.3% | 148 |
|
|
2024
Q2 | $1.5M | Buy |
17,828
+84
| +0.5% | +$7.07K | 0.26% | 152 |
|
|
2024
Q1 | $1.39M | Buy |
17,744
+1,001
| +6% | +$78.2K | 0.24% | 168 |
|
|
2023
Q4 | $1.16M | Sell |
16,743
-416
| -2% | -$28.8K | 0.22% | 163 |
|
|
2023
Q3 | $1.05M | Sell |
17,159
-1,377
| -7% | -$84.6K | 0.25% | 138 |
|
|
2023
Q2 | $1.11M | Sell |
18,536
-1,098
| -6% | -$65.5K | 0.24% | 139 |
|
|
2023
Q1 | $1.16M | Buy |
19,634
+2,751
| +16% | +$162K | 0.26% | 138 |
|
|
2022
Q4 | $995K | Sell |
16,883
-567
| -3% | -$33.4K | 0.22% | 150 |
|
|
2022
Q3 | $907K | Sell |
17,450
-1,313
| -7% | -$68.2K | 0.21% | 150 |
|
|
2022
Q2 | $1.05M | Sell |
18,763
-6,486
| -26% | -$364K | 0.22% | 135 |
|
|
2022
Q1 | $1.72M | Sell |
25,249
-17,076
| -40% | -$1.16M | 0.26% | 120 |
|
|
2021
Q4 | $2.98M | Buy |
+42,325
| New | +$2.98M | 0.39% | 71 |
|