Heartland 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 | $11.1M | Sell |
106,735
-263
| -0.2% | -$27.3K | 0.62% | 56 |
|
|
2025
Q1 | $10.1M | Sell |
106,998
-28
| -0% | -$2.64K | 0.58% | 68 |
|
|
2024
Q4 | $11.4M | Hold |
107,026
| – | – | 0.62% | 66 |
|
|
2024
Q3 | $10M | Buy |
107,026
+53,602
| +100% | +$5.03M | 0.53% | 75 |
|
|
2024
Q2 | $4.5M | Buy |
+53,424
| New | +$4.5M | 0.25% | 134 |
|