Global Financial Private Client’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25
Closed -$2.36K 1339
2025
Q1
$2.36K Buy
25
+17
+213% +$1.6K ﹤0.01% 826
2024
Q4
$849 Buy
+8
New +$849 ﹤0.01% 813