GYL Financial Synergies’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.87M Sell
19,920
-398
-2% -$37.4K 0.14% 139
2024
Q2
$1.71M Buy
20,318
+17,101
+532% +$1.44M 0.13% 138
2024
Q1
$251K Buy
+3,217
New +$251K 0.02% 322