Empirical Wealth Management’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,001	Closed	-$408K	–	521
2022 Q1	$408K	Buy	6,001 +2,487	+71%	+$169K	0.02%	354
2021 Q4	$247K	Buy	+3,514	New	+$247K	0.01%	450