HWA
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HHM Wealth Advisors’s Stifel SF Stock Holding History

HHM Wealth Advisors’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 		– Sell
-4
Closed -$378 – 929
2025
Q1 		$378 Hold
4
– – ﹤0.01% 885
2024
Q4 		$425 Buy
+4
New +$425 ﹤0.01% 932