Franklin Resources’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
24,824
-34,114
| -58% | -$3.54M | ﹤0.01% | 1620 |
|
|
2025
Q1 | $5.56M | Buy |
58,938
+4,092
| +7% | +$386K | ﹤0.01% | 1307 |
|
|
2024
Q4 | $5.82M | Buy |
54,846
+10,733
| +24% | +$1.14M | ﹤0.01% | 1281 |
|
|
2024
Q3 | $4.34M | Buy |
44,113
+3,887
| +10% | +$382K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $3.39M | Buy |
40,226
+17,910
| +80% | +$1.51M | ﹤0.01% | 1485 |
|
|
2024
Q1 | $1.74M | Buy |
+22,316
| New | +$1.74M | ﹤0.01% | 1764 |
|
|
2021
Q4 | – | Sell |
-3,046
| Closed | -$207K | – | 2542 |
|
|
2021
Q3 | $207K | Buy |
+3,046
| New | +$207K | ﹤0.01% | 2221 |
|