Greenleaf Trust’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
2,657
-98
| -4% | -$10.2K | ﹤0.01% | 657 |
|
|
2025
Q1 | $260K | Buy |
2,755
+166
| +6% | +$15.6K | ﹤0.01% | 689 |
|
|
2024
Q4 | $275K | Buy |
2,589
+48
| +2% | +$5.09K | ﹤0.01% | 678 |
|
|
2024
Q3 | $239K | Sell |
2,541
-5
| -0.2% | -$470 | ﹤0.01% | 743 |
|
|
2024
Q2 | $214K | Buy |
+2,546
| New | +$214K | ﹤0.01% | 741 |
|