Fortitude Family Office’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.9K | Buy |
163
+16
| +11% | +$1.66K | 0.01% | 406 |
|
2025
Q1 | $13.9K | Sell |
147
-10
| -6% | -$943 | ﹤0.01% | 470 |
|
2024
Q4 | $16.7K | Hold |
157
| – | – | 0.01% | 496 |
|
2024
Q3 | $14.7K | Buy |
157
+10
| +7% | +$939 | 0.01% | 485 |
|
2024
Q2 | $12.4K | Hold |
147
| – | – | 0.01% | 378 |
|
2024
Q1 | $11.5K | Hold |
147
| – | – | 0.01% | 370 |
|
2023
Q4 | $10.2K | Buy |
+147
| New | +$10.2K | 0.01% | 403 |
|