Focus Partners Wealth
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Focus Partners Wealth’s Stifel SF Stock Holding History

Focus Partners Wealth’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.57M Sell
24,803
-1,341
-5% -$139K 0.01% 833
2025
Q1 		$2.46M Buy
26,144
+3,887
+17% +$366K 0.01% 795
2024
Q4 		$2.36M Buy
+22,257
New +$2.36M 0.01% 786