Formidable Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $338K | Sell |
2,700
-1,350
| -33% | -$107K | 0.05% | 299 |
|
|
2025
Q4 | $306K | Hold |
4,050
| – | – | 0.04% | 330 |
|
|
2025
Q3 | $280K | Hold |
4,050
| – | – | 0.04% | 330 |
|
|
2025
Q2 | $255K | Hold |
4,050
| – | – | 0.04% | 331 |
|
|
2025
Q1 | $255K | Hold |
4,050
| – | – | 0.04% | 330 |
|
|
2024
Q4 | $286K | Sell |
4,050
-1,500
| -27% | -$107K | 0.05% | 307 |
|
|
2024
Q3 | $347K | Hold |
5,550
| – | – | 0.06% | 269 |
|
|
2024
Q2 | $311K | Sell |
5,550
-150
| -3% | -$7.95K | 0.05% | 301 |
|
|
2024
Q1 | $297K | Hold |
5,700
| – | – | 0.05% | 282 |
|
|
2023
Q4 | $263K | Hold |
5,700
| – | – | 0.05% | 229 |
|
|
2023
Q3 | $233K | Hold |
5,700
| – | – | 0.05% | 244 |
|
|
2023
Q2 | $227K | Hold |
5,700
| – | – | 0.05% | 243 |
|
|
2023
Q1 | $222K | Hold |
5,700
| – | – | 0.05% | 264 |
|
|
2022
Q4 | $222K | Hold |
5,700
| – | – | 0.05% | 264 |
|
|
2022
Q3 | $207K | Sell |
5,700
-152
| -3% | -$5.98K | 0.05% | 266 |
|
|
2022
Q2 | $219K | Hold |
5,852
| – | – | 0.05% | 265 |
|
|
2022
Q1 | $265K | Hold |
5,852
| – | – | 0.05% | 264 |
|
|
2021
Q4 | $289K | Hold |
5,852
| – | – | 0.06% | 254 |
|
|
2021
Q3 | $265K | Hold |
5,852
| – | – | 0.05% | 282 |
|
|
2021
Q2 | $250K | Sell |
5,852
-2,250
| -28% | -$101K | 0.05% | 260 |
|
|
2021
Q1 | $355K | Sell |
8,102
-2,250
| -22% | -$87.7K | 0.08% | 198 |
|
|
2020
Q4 | $338K | Sell |
10,352
-138
| -1% | -$4.1K | 0.08% | 195 |
|
|
2020
Q3 | $249K | Hold |
10,490
| – | – | 0.07% | 202 |
|
|
2020
Q2 | $239K | Buy |
+10,490
| New | +$211K | 0.07% | 207 |
|
|
2020
Q1 | – | Sell |
-10,490
| Closed | -$297K | – | 267 |
|
|
2019
Q4 | $297K | Hold |
10,490
| – | – | 0.09% | 161 |
|
|
2019
Q3 | $254K | Hold |
10,490
| – | – | 0.24% | 72 |
|
|
2019
Q2 | $279K | Sell |
10,490
-49,524
| -83% | -$1.26M | 0.1% | 159 |
|
|
2019
Q1 | $1.38M | Buy |
+60,014
| New | +$1.36M | 0.55% | 42 |
|
|
2018
Q1 | – | Sell |
-34
| Closed | -$2K | – | 114 |
|
|
2017
Q4 | $2K | Sell |
34
-10,456
| -100% | -$256K | ﹤0.01% | 103 |
|
|
2017
Q3 | $249K | Hold |
10,490
| – | – | 0.11% | 167 |
|
|
2017
Q2 | $214K | Hold |
10,490
| – | – | 0.11% | 157 |
|
|
2017
Q1 | $225K | Hold |
10,490
| – | – | 0.1% | 167 |
|
|
2016
Q4 | $233K | Sell |
10,490
-2,250
| -18% | -$45.2K | 0.12% | 149 |
|
|
2016
Q3 | $218K | Buy |
+12,740
| New | +$205K | 0.11% | 149 |
|
Other funds holding SF
VPM
VCM
