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HighPoint Advisor Group’s SFL Corp SFL Stock Holding History

HighPoint Advisor Group’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,168
Closed -$134K – 689
2024
Q4 		$134K Sell
12,168
-16,202
-57% -$173K 0.01% 647
2024
Q3 		$301K Buy
28,370
+578
+2% +$6.92K 0.02% 489
2024
Q2 		$330K Buy
27,792
+41
+0.1% +$555 0.02% 441
2024
Q1 		$398K Sell
27,751
-521
-2% -$6.55K 0.03% 404
2023
Q4 		$374K Buy
+28,272
New +$315K 0.03% 418
2022
Q2 		$249K Buy
+27,852
New +$290K 0.03% 435
2021
Q3 		$211K Buy
+25,223
New +$191K 0.02% 504

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return