Evoke Wealth’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $267K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $57K | Hold |
|
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|
2022
Q1 | $69K | Hold |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $65K | Buy |
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|
2020
Q4 | $21K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $21.8K | Hold |
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|
2019
Q3 | $20.7K | Buy |
|