HighTower Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Buy |
19,983
+6,022
| +43% | +$478K | ﹤0.01% | 1911 |
|
|
2025
Q4 | $1.17M | Sell |
13,961
-11,083
| -44% | -$886K | ﹤0.01% | 2011 |
|
|
2025
Q3 | $1.89M | Buy |
25,044
+922
| +4% | +$69K | ﹤0.01% | 1667 |
|
|
2025
Q2 | $1.67M | Buy |
24,122
+143
| +0.6% | +$8.78K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $1.51M | Buy |
23,979
+10,813
| +82% | +$762K | ﹤0.01% | 1693 |
|
|
2024
Q4 | $931K | Buy |
13,166
+1,265
| +11% | +$90.3K | ﹤0.01% | 2014 |
|
|
2024
Q3 | $747K | Sell |
11,901
-36
| -0.3% | -$2.05K | ﹤0.01% | 2115 |
|
|
2024
Q2 | $673K | Buy |
11,937
+1,422
| +14% | +$75.4K | ﹤0.01% | 2108 |
|
|
2024
Q1 | $542K | Buy |
10,515
+471
| +5% | +$23.2K | ﹤0.01% | 2223 |
|
|
2023
Q4 | $463K | Buy |
10,044
+426
| +4% | +$17.5K | ﹤0.01% | 2381 |
|
|
2023
Q3 | $393K | Sell |
9,618
-2,072
| -18% | -$87.3K | ﹤0.01% | 2395 |
|
|
2023
Q2 | $466K | Buy |
11,690
+2,808
| +32% | +$110K | ﹤0.01% | 2252 |
|
|
2023
Q1 | $348K | Buy |
8,882
+1,419
| +19% | +$59.6K | ﹤0.01% | 2351 |
|
|
2022
Q4 | $290K | Sell |
7,463
-145
| -2% | -$5.74K | ﹤0.01% | 2491 |
|
|
2022
Q3 | $264K | Sell |
7,608
-678
| -8% | -$26.7K | ﹤0.01% | 2430 |
|
|
2022
Q2 | $310K | Sell |
8,286
-6,990
| -46% | -$290K | ﹤0.01% | 2337 |
|
|
2022
Q1 | $693K | Sell |
15,276
-485
| -3% | -$23.3K | ﹤0.01% | 1968 |
|
|
2021
Q4 | $742K | Buy |
15,761
+2,616
| +20% | +$127K | ﹤0.01% | 1927 |
|
|
2021
Q3 | $594K | Sell |
13,145
-430
| -3% | -$19.2K | ﹤0.01% | 1961 |
|
|
2021
Q2 | $585K | Sell |
13,575
-1,311
| -9% | -$58.8K | ﹤0.01% | 1964 |
|
|
2021
Q1 | $637K | Sell |
14,886
-959
| -6% | -$37.4K | ﹤0.01% | 1828 |
|
|
2020
Q4 | $532K | Sell |
15,845
-357
| -2% | -$10.6K | ﹤0.01% | 1614 |
|
|
2020
Q3 | $365K | Buy |
+16,202
| New | +$362K | ﹤0.01% | 1727 |
|
|
2020
Q1 | – | Sell |
-8,854
| Closed | -$238K | – | 2465 |
|
|
2019
Q4 | $238K | Sell |
8,854
-252
| -3% | -$6.59K | ﹤0.01% | 1858 |
|
|
2019
Q3 | $232K | Buy |
9,106
+158
| +2% | +$3.97K | ﹤0.01% | 1967 |
|
|
2019
Q2 | $232K | Sell |
8,948
-439
| -5% | -$11.2K | ﹤0.01% | 1959 |
|
|
2019
Q1 | $221K | Buy |
+9,387
| New | +$213K | ﹤0.01% | 1899 |
|
|
2018
Q4 | – | Sell |
-9,261
| Closed | -$210K | – | 2349 |
|
|
2018
Q3 | $210K | Buy |
9,261
+90
| +1% | +$2.17K | ﹤0.01% | 1927 |
|
|
2018
Q2 | $213K | Sell |
9,171
-380
| -4% | -$9.89K | ﹤0.01% | 1867 |
|
|
2018
Q1 | $251K | Sell |
9,551
-718
| -7% | -$20.3K | ﹤0.01% | 1759 |
|
|
2017
Q4 | $271K | Buy |
+10,269
| New | +$251K | ﹤0.01% | 1749 |
|
Other funds holding SF
VPM
VCM
