Global Retirement Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3K | Buy |
+465
| New | +$48.3K | ﹤0.01% | 1792 |
|
|
2024
Q4 | $51.7K | Sell |
487
-188
| -28% | -$20K | ﹤0.01% | 1602 |
|
|
2024
Q3 | $63.4K | Sell |
675
-380
| -36% | -$35.7K | ﹤0.01% | 1447 |
|
|
2024
Q2 | $88.8K | Buy |
1,055
+681
| +182% | +$57.3K | ﹤0.01% | 1261 |
|
|
2024
Q1 | $29.2K | Buy |
374
+2
| +0.5% | +$156 | ﹤0.01% | 1647 |
|
|
2023
Q4 | $25.7K | Buy |
372
+23
| +7% | +$1.59K | ﹤0.01% | 1637 |
|
|
2023
Q3 | $20.5K | Buy |
349
+39
| +13% | +$2.29K | ﹤0.01% | 1640 |
|
|
2023
Q2 | $18.5K | Buy |
310
+8
| +3% | +$477 | ﹤0.01% | 1694 |
|
|
2023
Q1 | $17.2K | Buy |
302
+2
| +0.7% | +$114 | ﹤0.01% | 1704 |
|
|
2022
Q4 | $17.5K | Buy |
300
+1
| +0.3% | +$58 | ﹤0.01% | 1535 |
|
|
2022
Q3 | $18K | Buy |
299
+2
| +0.7% | +$120 | ﹤0.01% | 1452 |
|
|
2022
Q2 | $17K | Buy |
297
+1
| +0.3% | +$57 | ﹤0.01% | 1422 |
|
|
2022
Q1 | $18K | Buy |
+296
| New | +$18K | ﹤0.01% | 1392 |
|