Harbour Investments’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23K | Hold |
60
| – | – | ﹤0.01% | 2793 |
|
|
2025
Q1 | $5.66K | Hold |
60
| – | – | ﹤0.01% | 2774 |
|
|
2024
Q4 | $6.37K | Hold |
60
| – | – | ﹤0.01% | 2640 |
|
|
2024
Q3 | $5.63K | Hold |
60
| – | – | ﹤0.01% | 2587 |
|
|
2024
Q2 | $5.05K | Buy |
+60
| New | +$5.05K | ﹤0.01% | 2509 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$41K | – | 3519 |
|
|
2021
Q3 | $41K | Hold |
600
| – | – | ﹤0.01% | 1896 |
|
|
2021
Q2 | $39K | Hold |
600
| – | – | ﹤0.01% | 1956 |
|
|
2021
Q1 | $38K | Buy |
+600
| New | +$38K | ﹤0.01% | 1850 |
|