Guggenheim Capital’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
14,562
+3,954
| +37% | +$410K | 0.01% | 740 |
|
|
2025
Q1 | $1,000K | Buy |
+10,608
| New | +$1,000K | 0.01% | 875 |
|
|
2024
Q4 | – | Sell |
-138,941
| Closed | -$13M | – | 1885 |
|
|
2024
Q3 | $13M | Sell |
138,941
-36,895
| -21% | -$3.46M | 0.09% | 232 |
|
|
2024
Q2 | $14.8M | Sell |
175,836
-1,722
| -1% | -$145K | 0.1% | 192 |
|
|
2024
Q1 | $13.9M | Buy |
177,558
+37,195
| +26% | +$2.91M | 0.1% | 211 |
|
|
2023
Q4 | $9.71M | Sell |
140,363
-88
| -0.1% | -$6.09K | 0.07% | 318 |
|
|
2023
Q3 | $8.63M | Sell |
140,451
-108
| -0.1% | -$6.64K | 0.07% | 318 |
|
|
2023
Q2 | $8.39M | Buy |
140,559
+35,300
| +34% | +$2.11M | 0.07% | 346 |
|
|
2023
Q1 | $6.22M | Sell |
105,259
-408
| -0.4% | -$24.1K | 0.05% | 446 |
|
|
2022
Q4 | $6.17M | Sell |
105,667
-7,483
| -7% | -$437K | 0.05% | 444 |
|
|
2022
Q3 | $5.87M | Sell |
113,150
-1,043
| -0.9% | -$54.1K | 0.05% | 443 |
|
|
2022
Q2 | $6.4M | Sell |
114,193
-2,698
| -2% | -$151K | 0.05% | 447 |
|
|
2022
Q1 | $7.94M | Sell |
116,891
-5,217
| -4% | -$354K | 0.05% | 472 |
|
|
2021
Q4 | $8.6M | Buy |
122,108
+16,643
| +16% | +$1.17M | 0.04% | 484 |
|
|
2021
Q3 | $7.17M | Sell |
105,465
-7,815
| -7% | -$531K | 0.04% | 512 |
|
|
2021
Q2 | $7.35M | Sell |
113,280
-1,600
| -1% | -$104K | 0.04% | 509 |
|
|
2021
Q1 | $7.36M | Sell |
114,880
-2,071
| -2% | -$133K | 0.05% | 463 |
|
|
2020
Q4 | $5.9M | Buy |
116,951
+236
| +0.2% | +$11.9K | 0.04% | 510 |
|
|
2020
Q3 | $3.93M | Buy |
116,715
+3,297
| +3% | +$111K | 0.03% | 623 |
|
|
2020
Q2 | $3.59M | Buy |
113,418
+5,334
| +5% | +$169K | 0.03% | 648 |
|
|
2020
Q1 | $2.98M | Sell |
108,084
-2,772
| -3% | -$76.3K | 0.03% | 643 |
|
|
2019
Q4 | $4.48M | Sell |
110,856
-9,047
| -8% | -$366K | 0.03% | 677 |
|
|
2019
Q3 | $4.59M | Sell |
119,903
-6,900
| -5% | -$264K | 0.04% | 638 |
|
|
2019
Q2 | $4.99M | Buy |
126,803
+681
| +0.5% | +$26.8K | 0.04% | 600 |
|
|
2019
Q1 | $4.44M | Buy |
126,122
+98,550
| +357% | +$3.47M | 0.04% | 684 |
|
|
2018
Q4 | $762K | Sell |
27,572
-2,041
| -7% | -$56.4K | 0.01% | 1489 |
|
|
2018
Q3 | $1.01M | Sell |
29,613
-158
| -0.5% | -$5.4K | 0.01% | 1608 |
|
|
2018
Q2 | $1.04M | Sell |
29,771
-26,443
| -47% | -$923K | 0.01% | 1590 |
|
|
2018
Q1 | $2.22M | Sell |
56,214
-2,040
| -4% | -$80.6K | 0.01% | 1556 |
|
|
2017
Q4 | $2.31M | Buy |
58,254
+9,246
| +19% | +$367K | 0.01% | 1553 |
|
|
2017
Q3 | $1.75M | Sell |
49,008
-3,801
| -7% | -$135K | ﹤0.01% | 1762 |
|
|
2017
Q2 | $1.62M | Sell |
52,809
-19,002
| -26% | -$582K | ﹤0.01% | 1775 |
|
|
2017
Q1 | $2.4M | Sell |
71,811
-7,421
| -9% | -$248K | 0.01% | 1525 |
|
|
2016
Q4 | $2.64M | Buy |
79,232
+16,374
| +26% | +$545K | 0.01% | 1462 |
|
|
2016
Q3 | $1.61M | Buy |
62,858
+11,637
| +23% | +$298K | 0.01% | 1762 |
|
|
2016
Q2 | $1.07M | Sell |
51,221
-10,345
| -17% | -$217K | ﹤0.01% | 2011 |
|
|
2016
Q1 | $1.22M | Buy |
61,566
+10,023
| +19% | +$198K | ﹤0.01% | 1926 |
|
|
2015
Q4 | $1.46M | Buy |
51,543
+22,627
| +78% | +$639K | ﹤0.01% | 1850 |
|
|
2015
Q3 | $810K | Sell |
28,916
-2,533
| -8% | -$71K | ﹤0.01% | 2210 |
|
|
2015
Q2 | $1.21M | Buy |
31,449
+6,681
| +27% | +$257K | ﹤0.01% | 2114 |
|
|
2015
Q1 | $921K | Buy |
24,768
+1,404
| +6% | +$52.2K | ﹤0.01% | 2276 |
|
|
2014
Q4 | $795K | Buy |
23,364
+514
| +2% | +$17.5K | ﹤0.01% | 2333 |
|
|
2014
Q3 | $714K | Buy |
22,850
+8,667
| +61% | +$271K | ﹤0.01% | 2367 |
|
|
2014
Q2 | $448K | Buy |
+14,183
| New | +$448K | ﹤0.01% | 2592 |
|
|
2014
Q1 | – | Sell |
-25,227
| Closed | -$805K | – | 3268 |
|
|
2013
Q4 | $805K | Buy |
25,227
+2,770
| +12% | +$88.4K | ﹤0.01% | 2285 |
|
|
2013
Q3 | $617K | Sell |
22,457
-3,028
| -12% | -$83.2K | ﹤0.01% | 2296 |
|
|
2013
Q2 | $606K | Buy |
+25,485
| New | +$606K | ﹤0.01% | 2270 |
|