EverSource Wealth Advisors’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 | $101K | Buy |
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|
2025
Q1 | $44.4K | Buy |
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|
2024
Q4 | $5.73K | Buy |
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|
2024
Q3 | $2.35K | Sell |
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|
2024
Q2 | $4.7K | Buy |
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|
2024
Q1 | $2K | Hold |
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|
2023
Q4 | $1.73K | Sell |
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|
2023
Q3 | $6.39K | Buy |
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|
2023
Q2 | $4.54K | Sell |
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|
2023
Q1 | $16.1K | Buy |
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|
2022
Q4 | $11.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $54K | Buy |
|