First National Advisers’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
8,318
+488
| +6% | +$50.6K | 0.13% | 140 |
|
|
2025
Q1 | $738K | Buy |
+7,830
| New | +$738K | 0.12% | 144 |
|
|
2024
Q4 | – | Sell |
-7,337
| Closed | -$689K | – | 217 |
|
|
2024
Q3 | $689K | Buy |
7,337
+212
| +3% | +$19.9K | 0.11% | 141 |
|
|
2024
Q2 | $600K | Buy |
7,125
+634
| +10% | +$53.4K | 0.11% | 140 |
|
|
2024
Q1 | $507K | Buy |
+6,491
| New | +$507K | 0.11% | 142 |
|
|
2023
Q4 | – | Sell |
-3,407
| Closed | -$209K | – | 160 |
|
|
2023
Q3 | $209K | Buy |
+3,407
| New | +$209K | 0.09% | 148 |
|