HWM
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HB Wealth Management’s Stifel SF Stock Holding History

HB Wealth Management’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 		$254K Sell
2,443
-1,285
-34% -$133K ﹤0.01% 985
2025
Q1 		$351K Buy
3,728
+1,414
+61% +$133K ﹤0.01% 883
2024
Q4 		$245K Buy
+2,314
New +$245K ﹤0.01% 878