HAG
HighPoint Advisor Group’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
3,171
-31
| -1% | -$3.22K | 0.02% | 487 |
|
|
2025
Q1 | $276K | Buy |
3,202
+172
| +6% | +$14.8K | 0.02% | 515 |
|
|
2024
Q4 | $328K | Buy |
3,030
+54
| +2% | +$5.85K | 0.02% | 478 |
|
|
2024
Q3 | $307K | Buy |
2,976
+52
| +2% | +$5.37K | 0.02% | 481 |
|
|
2024
Q2 | $257K | Buy |
2,924
+71
| +2% | +$6.24K | 0.02% | 520 |
|
|
2024
Q1 | $236K | Buy |
2,853
+32
| +1% | +$2.65K | 0.02% | 546 |
|
|
2023
Q4 | $215K | Buy |
+2,821
| New | +$215K | 0.02% | 571 |
|