Ethic Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
3,424
-2,791
| -45% | -$289K | 0.01% | 938 |
|
|
2025
Q1 | $589K | Sell |
6,215
-720
| -10% | -$68.3K | 0.01% | 734 |
|
|
2024
Q4 | $736K | Sell |
6,935
-143
| -2% | -$15.2K | 0.01% | 684 |
|
|
2024
Q3 | $553K | Buy |
7,078
+287
| +4% | +$22.4K | 0.01% | 733 |
|
|
2024
Q2 | $571K | Sell |
6,791
-287
| -4% | -$24.2K | 0.01% | 730 |
|
|
2024
Q1 | $553K | Buy |
+7,078
| New | +$553K | 0.01% | 733 |
|