Geneos Wealth 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 | $8.3K | Buy |
80
+7
| +10% | +$726 | ﹤0.01% | 2394 |
|
|
2025
Q1 | $20.6K | Sell |
73
-1
| -1% | -$283 | ﹤0.01% | 2304 |
|
|
2024
Q4 | $7.85K | Buy |
74
+7
| +10% | +$743 | ﹤0.01% | 2156 |
|
|
2024
Q3 | $6.29K | Buy |
+67
| New | +$6.29K | ﹤0.01% | 1993 |
|
|
2024
Q2 | – | Sell |
-30
| Closed | -$2.35K | – | 2164 |
|
|
2024
Q1 | $2.35K | Buy |
+30
| New | +$2.35K | ﹤0.01% | 1873 |
|
|
2020
Q1 | – | Sell |
-98
| Closed | -$4K | – | 2590 |
|
|
2019
Q4 | $4K | Hold |
98
| – | – | ﹤0.01% | 2256 |
|
|
2019
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 2247 |
|
|
2019
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 2253 |
|
|
2019
Q1 | $3K | Sell |
98
-117
| -54% | -$3.58K | ﹤0.01% | 2181 |
|
|
2018
Q4 | $5K | Sell |
215
-561
| -72% | -$13K | ﹤0.01% | 2000 |
|
|
2018
Q3 | $26K | Hold |
776
| – | – | ﹤0.01% | 1464 |
|
|
2018
Q2 | $27K | Sell |
776
-145
| -16% | -$5.05K | ﹤0.01% | 1334 |
|
|
2018
Q1 | $36K | Hold |
921
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q4 | $36K | Buy |
921
+106
| +13% | +$4.14K | ﹤0.01% | 1152 |
|
|
2017
Q3 | $29K | Hold |
815
| – | – | ﹤0.01% | 1189 |
|
|
2017
Q2 | $24K | Sell |
815
-25
| -3% | -$736 | ﹤0.01% | 1208 |
|
|
2017
Q1 | $28K | Hold |
840
| – | – | ﹤0.01% | 1117 |
|
|
2016
Q4 | $27K | Buy |
840
+408
| +94% | +$13.1K | ﹤0.01% | 1068 |
|
|
2016
Q3 | $11K | Buy |
+432
| New | +$11K | ﹤0.01% | 1340 |
|