First Fiduciary Investment Counsel’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $358K | Hold |
3,450
| – | – | 0.07% | 61 |
|
2025
Q1 | $325K | Hold |
3,450
| – | – | 0.07% | 59 |
|
2024
Q4 | $366K | Hold |
3,450
| – | – | 0.07% | 57 |
|
2024
Q3 | $324K | Hold |
3,450
| – | – | 0.06% | 60 |
|
2024
Q2 | $290K | Hold |
3,450
| – | – | 0.06% | 58 |
|
2024
Q1 | $270K | Hold |
3,450
| – | – | 0.06% | 64 |
|
2023
Q4 | $239K | Hold |
3,450
| – | – | 0.05% | 60 |
|
2023
Q3 | $212K | Hold |
3,450
| – | – | 0.05% | 60 |
|
2023
Q2 | $206K | Hold |
3,450
| – | – | 0.04% | 63 |
|
2023
Q1 | $204K | Hold |
3,450
| – | – | 0.05% | 66 |
|
2022
Q4 | $201K | Buy |
+3,450
| New | +$201K | 0.04% | 64 |
|
2022
Q2 | – | Sell |
-3,450
| Closed | -$234K | – | 70 |
|
2022
Q1 | $234K | Hold |
3,450
| – | – | 0.05% | 63 |
|
2021
Q4 | $243K | Hold |
3,450
| – | – | 0.04% | 61 |
|
2021
Q3 | $234K | Hold |
3,450
| – | – | 0.05% | 60 |
|
2021
Q2 | $224K | Sell |
3,450
-3,480
| -50% | -$226K | 0.04% | 60 |
|
2021
Q1 | $444K | Hold |
6,930
| – | – | 0.08% | 52 |
|
2020
Q4 | $350K | Hold |
6,930
| – | – | 0.07% | 52 |
|
2020
Q3 | $234K | Sell |
6,930
-3,960
| -36% | -$134K | 0.05% | 57 |
|
2020
Q2 | $344K | Sell |
10,890
-4,860
| -31% | -$154K | 0.06% | 55 |
|
2020
Q1 | $433K | Sell |
15,750
-8,138
| -34% | -$224K | 0.11% | 46 |
|
2019
Q4 | $966K | Buy |
+23,888
| New | +$966K | 0.18% | 41 |
|