Frazier Financial Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76K | Hold |
94
| – | – | 0.01% | 355 |
|
|
2025
Q1 | $8.86K | Hold |
94
| – | – | 0.01% | 357 |
|
|
2024
Q4 | $9.98K | Hold |
94
| – | – | 0.01% | 343 |
|
|
2024
Q3 | $8.83K | Sell |
94
-64
| -41% | -$6.01K | 0.01% | 403 |
|
|
2024
Q2 | $13.3K | Hold |
158
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $12.4K | Buy |
158
+64
| +68% | +$5K | 0.01% | 366 |
|
|
2023
Q4 | $6.5K | Buy |
+94
| New | +$6.5K | 0.01% | 445 |
|