FORA Capital’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,818
| Closed | -$1.21M | – | 674 |
|
|
2025
Q1 | $1.21M | Buy |
12,818
+6,479
| +102% | +$611K | 0.12% | 204 |
|
|
2024
Q4 | $672K | Buy |
+6,339
| New | +$672K | 0.08% | 233 |
|
|
2024
Q3 | – | Sell |
-6,021
| Closed | -$507K | – | 554 |
|
|
2024
Q2 | $507K | Buy |
6,021
+215
| +4% | +$18.1K | 0.06% | 293 |
|
|
2024
Q1 | $454K | Buy |
+5,806
| New | +$454K | 0.04% | 346 |
|
|
2021
Q2 | – | Sell |
-1,615
| Closed | -$103K | – | 1113 |
|
|
2021
Q1 | $103K | Sell |
1,615
-346
| -18% | -$22.1K | 0.03% | 404 |
|
|
2020
Q4 | $99K | Buy |
+1,961
| New | +$99K | 0.02% | 672 |
|