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GeoWealth Management’s Stifel SF Stock Holding History

GeoWealth Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,636
Closed -$280K – 1695
2024
Q4 		$280K Buy
2,636
+2,193
+495% +$233K 0.01% 643
2024
Q3 		$41.6K Buy
+443
New +$41.6K ﹤0.01% 1126