Forum Financial Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
3,220
+1
| +0% | +$104 | 0.01% | 612 |
|
|
2025
Q1 | $303K | Hold |
3,219
| – | – | 0.01% | 586 |
|
|
2024
Q4 | $341K | Buy |
3,219
+631
| +24% | +$66.9K | 0.01% | 539 |
|
|
2024
Q3 | $243K | Sell |
2,588
-10
| -0.4% | -$939 | ﹤0.01% | 625 |
|
|
2024
Q2 | $219K | Buy |
2,598
+15
| +0.6% | +$1.26K | ﹤0.01% | 631 |
|
|
2024
Q1 | $202K | Buy |
+2,583
| New | +$202K | ﹤0.01% | 702 |
|