Global Retirement Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.9K | Buy |
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|
2025
Q2 | $48.3K | Buy |
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|
2024
Q4 | $51.7K | Sell |
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|
2024
Q3 | $63.4K | Sell |
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|
2024
Q2 | $88.8K | Buy |
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|
2024
Q1 | $29.2K | Buy |
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|
2023
Q4 | $25.7K | Buy |
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|
2023
Q3 | $20.5K | Buy |
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|
2023
Q2 | $18.5K | Buy |
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|
2023
Q1 | $17.2K | Buy |
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|
2022
Q4 | $17.5K | Buy |
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|
2022
Q3 | $18K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $18K | Buy |
|