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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.3M | Sell |
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|
2025
Q1 | $47.3M | Sell |
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|
2024
Q4 | $54.6M | Sell |
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|
2024
Q3 | $48.3M | Buy |
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|
2024
Q2 | $43.3M | Buy |
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|
2024
Q1 | $39.5M | Buy |
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|
2023
Q4 | $33.9M | Sell |
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|
2023
Q3 | $30.3M | Buy |
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|
2023
Q2 | $15.7M | Buy |
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|
2023
Q1 | $15.4M | Buy |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $12.6M | Sell |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $15.2M | Buy |
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|
2021
Q4 | $15.5M | Buy |
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|
2021
Q3 | $13.5M | Buy |
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|
2021
Q2 | $12.1M | Sell |
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|
2021
Q1 | $12.7M | Sell |
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|
2020
Q4 | $10.3M | Buy |
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|
2020
Q3 | $6.51M | Buy |
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|
2020
Q2 | $5.59M | Buy |
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|
2020
Q1 | $4.67M | Buy |
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|
2019
Q4 | $6.65M | Buy |
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|
2019
Q3 | $5.85M | Buy |
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|
2019
Q2 | $5.54M | Buy |
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|
2019
Q1 | $4.02M | Sell |
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|
2018
Q4 | $3.18M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $531K | Sell |
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|
2018
Q1 | $641K | Sell |
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|
2017
Q4 | $1.9M | Sell |
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|
2017
Q3 | $1.73M | Buy |
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|
2017
Q2 | $1.41M | Sell |
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|
2017
Q1 | $1.56M | Buy |
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|
2016
Q4 | $1.4M | Buy |
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|
2016
Q3 | $1.07M | Buy |
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|
2016
Q2 | $782K | Buy |
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|
2016
Q1 | $728K | Sell |
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|
2015
Q4 | $1.1M | Sell |
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|
2015
Q3 | $1.19M | Sell |
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|
2015
Q2 | $1.67M | Buy |
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|
2015
Q1 | $1.53M | Buy |
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|
2014
Q4 | $111K | Sell |
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|
2014
Q3 | $118K | Buy |
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|
2014
Q2 | $115K | Buy |
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|
2014
Q1 | $118K | Sell |
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|
2013
Q4 | $145K | Buy |
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|
2013
Q3 | $112K | Sell |
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|
2013
Q2 | $109K | Buy |
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