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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $338K | Sell |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $279K | Sell |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Sell |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $214K | Hold |
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|
2017
Q1 | $225K | Hold |
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|
2016
Q4 | $233K | Sell |
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|
2016
Q3 | $218K | Buy |
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