HighTower 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 | $1.67M | Buy |
16,081
+95
| +0.6% | +$9.86K | ﹤0.01% | 1667 |
|
|
2025
Q1 | $1.51M | Buy |
15,986
+7,209
| +82% | +$680K | ﹤0.01% | 1689 |
|
|
2024
Q4 | $931K | Buy |
8,777
+843
| +11% | +$89.4K | ﹤0.01% | 2006 |
|
|
2024
Q3 | $747K | Sell |
7,934
-24
| -0.3% | -$2.26K | ﹤0.01% | 2114 |
|
|
2024
Q2 | $673K | Buy |
7,958
+948
| +14% | +$80.2K | ﹤0.01% | 2103 |
|
|
2024
Q1 | $542K | Buy |
7,010
+314
| +5% | +$24.3K | ﹤0.01% | 2216 |
|
|
2023
Q4 | $463K | Buy |
6,696
+284
| +4% | +$19.6K | ﹤0.01% | 2366 |
|
|
2023
Q3 | $393K | Sell |
6,412
-1,381
| -18% | -$84.6K | ﹤0.01% | 2385 |
|
|
2023
Q2 | $466K | Buy |
7,793
+1,872
| +32% | +$112K | ﹤0.01% | 2247 |
|
|
2023
Q1 | $348K | Buy |
5,921
+946
| +19% | +$55.6K | ﹤0.01% | 2337 |
|
|
2022
Q4 | $290K | Sell |
4,975
-97
| -2% | -$5.65K | ﹤0.01% | 2469 |
|
|
2022
Q3 | $264K | Sell |
5,072
-452
| -8% | -$23.5K | ﹤0.01% | 2416 |
|
|
2022
Q2 | $310K | Sell |
5,524
-4,660
| -46% | -$262K | ﹤0.01% | 2318 |
|
|
2022
Q1 | $693K | Sell |
10,184
-323
| -3% | -$22K | ﹤0.01% | 1958 |
|
|
2021
Q4 | $742K | Buy |
10,507
+1,744
| +20% | +$123K | ﹤0.01% | 1918 |
|
|
2021
Q3 | $594K | Sell |
8,763
-287
| -3% | -$19.5K | ﹤0.01% | 1958 |
|
|
2021
Q2 | $585K | Sell |
9,050
-874
| -9% | -$56.5K | ﹤0.01% | 1962 |
|
|
2021
Q1 | $637K | Sell |
9,924
-639
| -6% | -$41K | ﹤0.01% | 1826 |
|
|
2020
Q4 | $532K | Sell |
10,563
-239
| -2% | -$12K | ﹤0.01% | 1598 |
|
|
2020
Q3 | $365K | Buy |
+10,802
| New | +$365K | ﹤0.01% | 1711 |
|
|
2020
Q1 | – | Sell |
-5,903
| Closed | -$238K | – | 2264 |
|
|
2019
Q4 | $238K | Sell |
5,903
-168
| -3% | -$6.77K | ﹤0.01% | 1847 |
|
|
2019
Q3 | $232K | Buy |
6,071
+105
| +2% | +$4.01K | ﹤0.01% | 1961 |
|
|
2019
Q2 | $232K | Sell |
5,966
-292
| -5% | -$11.4K | ﹤0.01% | 1948 |
|
|
2019
Q1 | $221K | Buy |
+6,258
| New | +$221K | ﹤0.01% | 1892 |
|
|
2018
Q4 | – | Sell |
-6,174
| Closed | -$210K | – | 2219 |
|
|
2018
Q3 | $210K | Buy |
6,174
+60
| +1% | +$2.04K | ﹤0.01% | 1924 |
|
|
2018
Q2 | $213K | Sell |
6,114
-254
| -4% | -$8.85K | ﹤0.01% | 1863 |
|
|
2018
Q1 | $251K | Sell |
6,368
-478
| -7% | -$18.8K | ﹤0.01% | 1751 |
|
|
2017
Q4 | $271K | Buy |
+6,846
| New | +$271K | ﹤0.01% | 1742 |
|