Envestnet 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 | $51.3M | Sell |
494,728
-7,252
| -1% | -$753K | 0.02% | 736 |
|
|
2025
Q1 | $47.3M | Sell |
501,980
-12,305
| -2% | -$1.16M | 0.02% | 736 |
|
|
2024
Q4 | $54.6M | Sell |
514,285
-571
| -0.1% | -$60.6K | 0.02% | 669 |
|
|
2024
Q3 | $48.3M | Buy |
514,856
+443
| +0.1% | +$41.6K | 0.02% | 734 |
|
|
2024
Q2 | $43.3M | Buy |
514,413
+8,810
| +2% | +$741K | 0.02% | 731 |
|
|
2024
Q1 | $39.5M | Buy |
505,603
+15,305
| +3% | +$1.2M | 0.01% | 766 |
|
|
2023
Q4 | $33.9M | Sell |
490,298
-2,149
| -0.4% | -$149K | 0.01% | 776 |
|
|
2023
Q3 | $30.3M | Buy |
492,447
+228,775
| +87% | +$14.1M | 0.01% | 773 |
|
|
2023
Q2 | $15.7M | Buy |
263,672
+2,429
| +0.9% | +$145K | 0.01% | 1041 |
|
|
2023
Q1 | $15.4M | Buy |
261,243
+21,007
| +9% | +$1.24M | 0.01% | 1026 |
|
|
2022
Q4 | $14M | Sell |
240,236
-2,968
| -1% | -$173K | 0.01% | 1021 |
|
|
2022
Q3 | $12.6M | Sell |
243,204
-1,291
| -0.5% | -$67K | 0.01% | 1019 |
|
|
2022
Q2 | $13.7M | Buy |
244,495
+20,581
| +9% | +$1.15M | 0.01% | 989 |
|
|
2022
Q1 | $15.2M | Buy |
223,914
+3,458
| +2% | +$235K | 0.01% | 988 |
|
|
2021
Q4 | $15.5M | Buy |
220,456
+21,916
| +11% | +$1.54M | 0.01% | 961 |
|
|
2021
Q3 | $13.5M | Buy |
198,540
+12,621
| +7% | +$858K | 0.01% | 985 |
|
|
2021
Q2 | $12.1M | Sell |
185,919
-11,972
| -6% | -$777K | 0.01% | 1020 |
|
|
2021
Q1 | $12.7M | Sell |
197,891
-5,491
| -3% | -$352K | 0.01% | 917 |
|
|
2020
Q4 | $10.3M | Buy |
203,382
+10,345
| +5% | +$522K | 0.01% | 904 |
|
|
2020
Q3 | $6.51M | Buy |
193,037
+16,151
| +9% | +$544K | 0.01% | 1020 |
|
|
2020
Q2 | $5.59M | Buy |
176,886
+7,140
| +4% | +$226K | 0.01% | 1068 |
|
|
2020
Q1 | $4.67M | Buy |
169,746
+5,286
| +3% | +$145K | 0.01% | 1027 |
|
|
2019
Q4 | $6.65M | Buy |
164,460
+11,509
| +8% | +$465K | 0.01% | 981 |
|
|
2019
Q3 | $5.85M | Buy |
152,951
+12,347
| +9% | +$472K | 0.01% | 987 |
|
|
2019
Q2 | $5.54M | Buy |
140,604
+26,259
| +23% | +$1.03M | 0.01% | 998 |
|
|
2019
Q1 | $4.02M | Sell |
114,345
-962
| -0.8% | -$33.8K | 0.01% | 1121 |
|
|
2018
Q4 | $3.18M | Buy |
+115,307
| New | +$3.18M | ﹤0.01% | 1105 |
|
|
2018
Q3 | – | Sell |
-15,279
| Closed | -$531K | – | 2369 |
|
|
2018
Q2 | $531K | Sell |
15,279
-1,154
| -7% | -$40.1K | ﹤0.01% | 1294 |
|
|
2018
Q1 | $641K | Sell |
16,433
-31,416
| -66% | -$1.23M | ﹤0.01% | 1105 |
|
|
2017
Q4 | $1.9M | Sell |
47,849
-649
| -1% | -$25.8K | ﹤0.01% | 977 |
|
|
2017
Q3 | $1.73M | Buy |
48,498
+2,364
| +5% | +$84.1K | ﹤0.01% | 969 |
|
|
2017
Q2 | $1.41M | Sell |
46,134
-408
| -0.9% | -$12.5K | ﹤0.01% | 1055 |
|
|
2017
Q1 | $1.56M | Buy |
46,542
+4,660
| +11% | +$156K | 0.01% | 1041 |
|
|
2016
Q4 | $1.4M | Buy |
41,882
+9
| +0% | +$300 | 0.01% | 1066 |
|
|
2016
Q3 | $1.07M | Buy |
41,873
+4,569
| +12% | +$117K | ﹤0.01% | 1218 |
|
|
2016
Q2 | $782K | Buy |
37,304
+426
| +1% | +$8.93K | ﹤0.01% | 1441 |
|
|
2016
Q1 | $728K | Sell |
36,878
-2,025
| -5% | -$40K | ﹤0.01% | 1469 |
|
|
2015
Q4 | $1.1M | Sell |
38,903
-3,421
| -8% | -$96.6K | 0.01% | 1236 |
|
|
2015
Q3 | $1.19M | Sell |
42,324
-1,109
| -3% | -$31.1K | 0.01% | 1202 |
|
|
2015
Q2 | $1.67M | Buy |
43,433
+2,162
| +5% | +$83.2K | 0.01% | 1149 |
|
|
2015
Q1 | $1.53M | Buy |
41,271
+38,005
| +1,164% | +$1.41M | 0.01% | 1106 |
|
|
2014
Q4 | $111K | Sell |
3,266
-501
| -13% | -$17K | ﹤0.01% | 1150 |
|
|
2014
Q3 | $118K | Buy |
3,767
+120
| +3% | +$3.76K | ﹤0.01% | 1238 |
|
|
2014
Q2 | $115K | Buy |
3,647
+93
| +3% | +$2.93K | ﹤0.01% | 1171 |
|
|
2014
Q1 | $118K | Sell |
3,554
-997
| -22% | -$33.1K | ﹤0.01% | 1098 |
|
|
2013
Q4 | $145K | Buy |
4,551
+472
| +12% | +$15K | ﹤0.01% | 902 |
|
|
2013
Q3 | $112K | Sell |
4,079
-508
| -11% | -$13.9K | ﹤0.01% | 944 |
|
|
2013
Q2 | $109K | Buy |
+4,587
| New | +$109K | ﹤0.01% | 950 |
|