Freestone Capital Holdings’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $321K | Hold |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $352K | Buy |
|