Harvest Fund Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $46K | Sell |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q4 | $81K | Hold |
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|
2023
Q3 | $72K | Hold |
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|
2023
Q2 | $70K | Hold |
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|
2023
Q1 | $70K | Sell |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $110K | Sell |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $156K | Buy |
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|
2021
Q3 | $127K | Hold |
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|
2021
Q2 | $123K | Hold |
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|
2021
Q1 | $120K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $25K | Buy |
|