EverSource Wealth Advisors’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
974
+503
| +107% | +$52.2K | ﹤0.01% | 1190 |
|
|
2025
Q1 | $44.4K | Buy |
471
+417
| +772% | +$39.3K | ﹤0.01% | 1289 |
|
|
2024
Q4 | $5.73K | Buy |
54
+29
| +116% | +$3.08K | ﹤0.01% | 2282 |
|
|
2024
Q3 | $2.35K | Sell |
25
-28
| -53% | -$2.63K | ﹤0.01% | 2495 |
|
|
2024
Q2 | $4.7K | Buy |
53
+28
| +112% | +$2.48K | ﹤0.01% | 2240 |
|
|
2024
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 2385 |
|
|
2023
Q4 | $1.73K | Sell |
25
-79
| -76% | -$5.46K | ﹤0.01% | 2213 |
|
|
2023
Q3 | $6.39K | Buy |
104
+28
| +37% | +$1.72K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $4.54K | Sell |
76
-197
| -72% | -$11.8K | ﹤0.01% | 1765 |
|
|
2023
Q1 | $16.1K | Buy |
273
+72
| +36% | +$4.26K | ﹤0.01% | 1162 |
|
|
2022
Q4 | $11.7K | Buy |
+201
| New | +$11.7K | ﹤0.01% | 1271 |
|
|
2022
Q3 | – | Sell |
-965
| Closed | -$54K | – | 2118 |
|
|
2022
Q2 | $54K | Buy |
+965
| New | +$54K | 0.01% | 606 |
|