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Foundations Investment Advisors’s Stifel SF Stock Holding History

Foundations Investment Advisors’s Portfolio SF Stock Details SF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,565
Closed -$619K – 982
2025
Q1 		$619K Buy
6,565
+4,334
+194% +$409K 0.01% 517
2024
Q4 		$237K Sell
2,231
-139
-6% -$14.7K ﹤0.01% 741
2024
Q3 		$222K Buy
+2,370
New +$222K ﹤0.01% 737