Evelyn Partners Investment Management Services’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$216K	Buy	2,080 +1,897	+1,037%	+$197K	0.03%	98
2025 Q1	$196K	Buy	+183	New	+$196K	0.03%	91