Great Lakes Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
34,016
+29,937
| +734% | +$3.11M | 0.03% | 355 |
|
|
2025
Q1 | $384K | Sell |
4,079
-137
| -3% | -$12.9K | ﹤0.01% | 647 |
|
|
2024
Q4 | $447K | Buy |
4,216
+280
| +7% | +$29.7K | ﹤0.01% | 666 |
|
|
2024
Q3 | $370K | Sell |
3,936
-4,171
| -51% | -$392K | ﹤0.01% | 700 |
|
|
2024
Q2 | $682K | Sell |
8,107
-59,183
| -88% | -$4.98M | 0.01% | 613 |
|
|
2024
Q1 | $5.26M | Sell |
67,290
-2,126
| -3% | -$166K | 0.04% | 315 |
|
|
2023
Q4 | $4.8M | Sell |
69,416
-23,620
| -25% | -$1.63M | 0.05% | 325 |
|
|
2023
Q3 | $5.72M | Sell |
93,036
-5,807
| -6% | -$357K | 0.05% | 283 |
|
|
2023
Q2 | $5.9M | Sell |
98,843
-74,959
| -43% | -$4.47M | 0.06% | 294 |
|
|
2023
Q1 | $10.3M | Buy |
+173,802
| New | +$10.3M | 0.09% | 211 |
|