Financial Management Professionals’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726 | Hold |
7
| – | – | ﹤0.01% | 868 |
|
|
2025
Q1 | $660 | Hold |
7
| – | – | ﹤0.01% | 863 |
|
|
2024
Q4 | $743 | Hold |
7
| – | – | ﹤0.01% | 845 |
|
|
2024
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 881 |
|
|
2024
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 842 |
|
|
2024
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 898 |
|
|
2023
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1039 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$1K | – | 1107 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 948 |
|