Gradient Investments’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21	Closed	-$1.45K	–	1737
2023 Q4	$1.45K	Hold	21	–	–	﹤0.01%	1320
2023 Q3	$1.29K	Hold	21	–	–	﹤0.01%	1297
2023 Q2	$1.25K	Buy	+21	New	+$1.25K	﹤0.01%	1288