Envestnet Portfolio Solutions’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Sell |
7,857
-1,145
| -13% | -$119K | ﹤0.01% | 880 |
|
|
2025
Q1 | $849K | Sell |
9,002
-8,211
| -48% | -$774K | ﹤0.01% | 850 |
|
|
2024
Q4 | $1.83M | Sell |
17,213
-1,296
| -7% | -$137K | 0.01% | 694 |
|
|
2024
Q3 | $1.74M | Buy |
18,509
+321
| +2% | +$30.1K | 0.01% | 709 |
|
|
2024
Q2 | $1.53M | Buy |
18,188
+1,024
| +6% | +$86.2K | 0.01% | 726 |
|
|
2024
Q1 | $1.34M | Sell |
17,164
-47
| -0.3% | -$3.67K | 0.01% | 755 |
|
|
2023
Q4 | $1.19M | Sell |
17,211
-910
| -5% | -$62.9K | ﹤0.01% | 748 |
|
|
2023
Q3 | $1.11M | Buy |
+18,121
| New | +$1.11M | 0.01% | 728 |
|