Evergreen Capital Management’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,227
Closed -$304K 1228
2025
Q1
$304K Buy
3,227
+1,028
+47% +$96.9K 0.01% 746
2024
Q4
$233K Buy
+2,199
New +$233K 0.01% 881