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Haven Private’s Stifel SF Stock Holding History

Haven Private’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$669K Buy
6,449
+429
+7% +$44.5K 0.3% 80
2025
Q1 		$567K Sell
6,020
-980
-14% -$92.4K 0.32% 76
2024
Q4 		$743K Buy
+7,000
New +$743K 0.41% 58