HCR Wealth Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
3,038
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $286K | Hold |
3,038
| – | – | 0.04% | 185 |
|
|
2024
Q4 | $322K | Sell |
3,038
-20
| -0.7% | -$2.12K | 0.04% | 173 |
|
|
2024
Q3 | $287K | Hold |
3,058
| – | – | 0.04% | 182 |
|
|
2024
Q2 | $257K | Hold |
3,058
| – | – | 0.04% | 187 |
|
|
2024
Q1 | $239K | Hold |
3,058
| – | – | 0.04% | 194 |
|
|
2023
Q4 | $211K | Buy |
+3,058
| New | +$211K | 0.03% | 194 |
|