Envestnet Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.3M | Buy |
640,348
+18,235
| +3% | +$1.45M | 0.01% | 832 |
|
|
2025
Q4 | $51.9M | Sell |
622,113
-109,652
| -15% | -$8.76M | 0.02% | 724 |
|
|
2025
Q3 | $55.4M | Sell |
731,765
-10,327
| -1% | -$773K | 0.02% | 728 |
|
|
2025
Q2 | $51.3M | Sell |
742,092
-10,878
| -1% | -$668K | 0.02% | 736 |
|
|
2025
Q1 | $47.3M | Sell |
752,970
-18,458
| -2% | -$1.3M | 0.02% | 736 |
|
|
2024
Q4 | $54.6M | Sell |
771,428
-856
| -0.1% | -$61.1K | 0.02% | 669 |
|
|
2024
Q3 | $48.3M | Buy |
772,284
+664
| +0.1% | +$37.9K | 0.02% | 734 |
|
|
2024
Q2 | $43.3M | Buy |
771,620
+13,215
| +2% | +$700K | 0.02% | 731 |
|
|
2024
Q1 | $39.5M | Buy |
758,405
+22,958
| +3% | +$1.13M | 0.01% | 766 |
|
|
2023
Q4 | $33.9M | Sell |
735,447
-3,224
| -0.4% | -$133K | 0.01% | 776 |
|
|
2023
Q3 | $30.3M | Buy |
738,671
+343,163
| +87% | +$14.5M | 0.01% | 773 |
|
|
2023
Q2 | $15.7M | Buy |
395,508
+3,643
| +0.9% | +$142K | 0.01% | 1041 |
|
|
2023
Q1 | $15.4M | Buy |
391,865
+31,511
| +9% | +$1.32M | 0.01% | 1026 |
|
|
2022
Q4 | $14M | Sell |
360,354
-4,452
| -1% | -$176K | 0.01% | 1021 |
|
|
2022
Q3 | $12.6M | Sell |
364,806
-1,937
| -0.5% | -$76.2K | 0.01% | 1019 |
|
|
2022
Q2 | $13.7M | Buy |
366,743
+30,872
| +9% | +$1.28M | 0.01% | 989 |
|
|
2022
Q1 | $15.2M | Buy |
335,871
+5,187
| +2% | +$249K | 0.01% | 988 |
|
|
2021
Q4 | $15.5M | Buy |
330,684
+32,874
| +11% | +$1.6M | 0.01% | 961 |
|
|
2021
Q3 | $13.5M | Buy |
297,810
+18,931
| +7% | +$844K | 0.01% | 985 |
|
|
2021
Q2 | $12.1M | Sell |
278,879
-17,958
| -6% | -$805K | 0.01% | 1020 |
|
|
2021
Q1 | $12.7M | Sell |
296,837
-8,236
| -3% | -$321K | 0.01% | 917 |
|
|
2020
Q4 | $10.3M | Buy |
305,073
+15,518
| +5% | +$461K | 0.01% | 904 |
|
|
2020
Q3 | $6.51M | Buy |
289,555
+24,226
| +9% | +$541K | 0.01% | 1020 |
|
|
2020
Q2 | $5.59M | Buy |
265,329
+10,710
| +4% | +$215K | 0.01% | 1068 |
|
|
2020
Q1 | $4.67M | Buy |
254,619
+7,929
| +3% | +$199K | 0.01% | 1027 |
|
|
2019
Q4 | $6.65M | Buy |
246,690
+17,264
| +8% | +$451K | 0.01% | 981 |
|
|
2019
Q3 | $5.85M | Buy |
229,426
+18,520
| +9% | +$465K | 0.01% | 987 |
|
|
2019
Q2 | $5.54M | Buy |
210,906
+39,388
| +23% | +$1M | 0.01% | 998 |
|
|
2019
Q1 | $4.02M | Sell |
171,518
-1,442
| -0.8% | -$32.7K | 0.01% | 1121 |
|
|
2018
Q4 | $3.18M | Buy |
+172,960
| New | +$3.58M | ﹤0.01% | 1105 |
|
|
2018
Q3 | – | Sell |
-22,919
| Closed | -$531K | – | 2369 |
|
|
2018
Q2 | $531K | Sell |
22,919
-1,730
| -7% | -$45K | ﹤0.01% | 1294 |
|
|
2018
Q1 | $641K | Sell |
24,649
-47,124
| -66% | -$1.34M | ﹤0.01% | 1105 |
|
|
2017
Q4 | $1.9M | Sell |
71,773
-974
| -1% | -$23.8K | ﹤0.01% | 977 |
|
|
2017
Q3 | $1.73M | Buy |
72,747
+3,546
| +5% | +$76.8K | ﹤0.01% | 969 |
|
|
2017
Q2 | $1.41M | Sell |
69,201
-612
| -0.9% | -$12.6K | ﹤0.01% | 1055 |
|
|
2017
Q1 | $1.56M | Buy |
69,813
+6,991
| +11% | +$161K | 0.01% | 1041 |
|
|
2016
Q4 | $1.4M | Buy |
62,822
+13
| +0% | +$261 | 0.01% | 1066 |
|
|
2016
Q3 | $1.07M | Buy |
62,809
+6,854
| +12% | +$110K | ﹤0.01% | 1218 |
|
|
2016
Q2 | $782K | Buy |
55,955
+639
| +1% | +$9.5K | ﹤0.01% | 1441 |
|
|
2016
Q1 | $728K | Sell |
55,316
-3,038
| -5% | -$43.2K | ﹤0.01% | 1469 |
|
|
2015
Q4 | $1.1M | Sell |
58,354
-5,132
| -8% | -$99.8K | 0.01% | 1236 |
|
|
2015
Q3 | $1.19M | Sell |
63,486
-1,663
| -3% | -$37.7K | 0.01% | 1202 |
|
|
2015
Q2 | $1.67M | Buy |
65,149
+3,243
| +5% | +$79.9K | 0.01% | 1149 |
|
|
2015
Q1 | $1.53M | Buy |
61,906
+57,008
| +1,164% | +$1.32M | 0.01% | 1106 |
|
|
2014
Q4 | $111K | Sell |
4,898
-752
| -13% | -$15.9K | ﹤0.01% | 1150 |
|
|
2014
Q3 | $118K | Buy |
5,650
+180
| +3% | +$3.75K | ﹤0.01% | 1238 |
|
|
2014
Q2 | $115K | Buy |
5,470
+140
| +3% | +$2.88K | ﹤0.01% | 1171 |
|
|
2014
Q1 | $118K | Sell |
5,330
-1,496
| -22% | -$31.8K | ﹤0.01% | 1098 |
|
|
2013
Q4 | $145K | Buy |
6,826
+708
| +12% | +$13.6K | ﹤0.01% | 902 |
|
|
2013
Q3 | $112K | Sell |
6,118
-762
| -11% | -$13.3K | ﹤0.01% | 944 |
|
|
2013
Q2 | $109K | Buy |
+6,880
| New | +$104K | ﹤0.01% | 950 |
|
Other funds holding SF
VPM
VCM
