First Horizon Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.9K | Sell |
616
-17
| -3% | -$1.76K | ﹤0.01% | 873 |
|
|
2025
Q1 | $59.7K | Hold |
633
| – | – | ﹤0.01% | 864 |
|
|
2024
Q4 | $67.1K | Sell |
633
-98
| -13% | -$10.4K | ﹤0.01% | 832 |
|
|
2024
Q3 | $68.6K | Buy |
731
+3
| +0.4% | +$282 | ﹤0.01% | 856 |
|
|
2024
Q2 | $61.3K | Sell |
728
-48
| -6% | -$4.04K | ﹤0.01% | 836 |
|
|
2024
Q1 | $60.7K | Buy |
776
+136
| +21% | +$10.6K | ﹤0.01% | 865 |
|
|
2023
Q4 | $44.3K | Hold |
640
| – | – | ﹤0.01% | 988 |
|
|
2023
Q3 | $39.3K | Buy |
640
+316
| +98% | +$19.4K | ﹤0.01% | 952 |
|
|
2023
Q2 | $19.3K | Hold |
324
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q1 | $19.1K | Sell |
324
-376
| -54% | -$22.2K | ﹤0.01% | 1283 |
|
|
2022
Q4 | $40.9K | Hold |
700
| – | – | ﹤0.01% | 945 |
|
|
2022
Q3 | $35K | Hold |
700
| – | – | ﹤0.01% | 989 |
|
|
2022
Q2 | $38K | Buy |
+700
| New | +$38K | ﹤0.01% | 1040 |
|
|
2022
Q1 | – | Sell |
-652
| Closed | -$45K | – | 2212 |
|
|
2021
Q4 | $45K | Sell |
652
-103
| -14% | -$7.11K | ﹤0.01% | 959 |
|
|
2021
Q3 | $51K | Sell |
755
-190
| -20% | -$12.8K | ﹤0.01% | 896 |
|
|
2021
Q2 | $60K | Sell |
945
-859
| -48% | -$54.5K | ﹤0.01% | 715 |
|
|
2021
Q1 | $115K | Sell |
1,804
-166
| -8% | -$10.6K | 0.01% | 470 |
|
|
2020
Q4 | $99K | Buy |
1,970
+24
| +1% | +$1.21K | 0.01% | 433 |
|
|
2020
Q3 | $65K | Hold |
1,946
| – | – | ﹤0.01% | 476 |
|
|
2020
Q2 | $61K | Hold |
1,946
| – | – | ﹤0.01% | 479 |
|
|
2020
Q1 | $53K | Buy |
1,946
+41
| +2% | +$1.12K | 0.01% | 476 |
|
|
2019
Q4 | $77K | Buy |
1,905
+13
| +0.7% | +$525 | 0.01% | 477 |
|
|
2019
Q3 | $72K | Hold |
1,892
| – | – | 0.01% | 476 |
|
|
2019
Q2 | $74K | Sell |
1,892
-70
| -4% | -$2.74K | 0.01% | 489 |
|
|
2019
Q1 | $69K | Hold |
1,962
| – | – | 0.01% | 469 |
|
|
2018
Q4 | $54K | Hold |
1,962
| – | – | ﹤0.01% | 500 |
|
|
2018
Q3 | $67K | Hold |
1,962
| – | – | 0.01% | 519 |
|
|
2018
Q2 | $68K | Hold |
1,962
| – | – | 0.01% | 519 |
|
|
2018
Q1 | $75K | Hold |
1,962
| – | – | 0.01% | 431 |
|
|
2017
Q4 | $85K | Hold |
1,962
| – | – | 0.01% | 421 |
|
|
2017
Q3 | $70K | Hold |
1,962
| – | – | 0.01% | 439 |
|
|
2017
Q2 | $66K | Hold |
1,962
| – | – | 0.01% | 438 |
|
|
2017
Q1 | $63K | Buy |
1,962
+193
| +11% | +$6.2K | 0.01% | 475 |
|
|
2016
Q4 | $45K | Hold |
1,769
| – | – | 0.01% | 558 |
|
|
2016
Q3 | $45K | Hold |
1,769
| – | – | 0.01% | 552 |
|
|
2016
Q2 | $37K | Hold |
1,769
| – | – | 0.01% | 584 |
|
|
2016
Q1 | $36K | Buy |
1,769
+216
| +14% | +$4.4K | ﹤0.01% | 629 |
|
|
2015
Q4 | $43K | Sell |
1,553
-420
| -21% | -$11.6K | 0.01% | 519 |
|
|
2015
Q3 | $55K | Buy |
1,973
+159
| +9% | +$4.43K | 0.01% | 493 |
|
|
2015
Q2 | $69K | Sell |
1,814
-7
| -0.4% | -$266 | 0.01% | 463 |
|
|
2015
Q1 | $68K | Hold |
1,821
| – | – | 0.01% | 476 |
|
|
2014
Q4 | $62K | Buy |
1,821
+7
| +0.4% | +$238 | 0.01% | 482 |
|
|
2014
Q3 | $56K | Buy |
1,814
+23
| +1% | +$710 | 0.01% | 502 |
|
|
2014
Q2 | $54K | Sell |
1,791
-23
| -1% | -$693 | 0.01% | 523 |
|
|
2014
Q1 | $56K | Sell |
1,814
-507
| -22% | -$15.7K | 0.01% | 486 |
|
|
2013
Q4 | $67K | Sell |
2,321
-7
| -0.3% | -$202 | 0.01% | 435 |
|
|
2013
Q3 | $64K | Sell |
2,328
-30
| -1% | -$825 | 0.01% | 421 |
|
|
2013
Q2 | $56K | Buy |
+2,358
| New | +$56K | 0.03% | 202 |
|