HRT Financial’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 | $11.6M | Buy |
156,340
+106,696
| +215% | +$8.47M | 0.04% | 559 |
|
|
2025
Q4 | $4.14M | Sell |
49,644
-119,553
| -71% | -$9.55M | 0.02% | 870 |
|
|
2025
Q3 | $12.8M | Buy |
169,197
+149,586
| +763% | +$11.2M | 0.06% | 311 |
|
|
2025
Q2 | $1.36M | Buy |
19,611
+12,661
| +182% | +$778K | 0.01% | 1108 |
|
|
2025
Q1 | $436K | Buy |
+6,950
| New | +$490K | ﹤0.01% | 1539 |
|
|
2024
Q1 | – | Sell |
-65,337
| Closed | -$3.01M | – | 3030 |
|
|
2023
Q4 | $3.01M | Sell |
65,337
-25,083
| -28% | -$1.03M | 0.02% | 478 |
|
|
2023
Q3 | $3.7M | Buy |
+90,420
| New | +$3.81M | 0.04% | 398 |
|
|
2022
Q4 | – | Sell |
-144,153
| Closed | -$4.99M | – | 3096 |
|
|
2022
Q3 | $4.99M | Buy |
144,153
+79,303
| +122% | +$3.12M | 0.06% | 296 |
|
|
2022
Q2 | $2.42M | Buy |
64,850
+9,774
| +18% | +$406K | 0.03% | 491 |
|
|
2022
Q1 | $2.49M | Buy |
+55,076
| New | +$2.64M | 0.02% | 541 |
|
|
2021
Q4 | – | Sell |
-176,664
| Closed | -$8M | – | 4024 |
|
|
2021
Q3 | $8M | Sell |
176,664
-337,988
| -66% | -$15.1M | 0.05% | 205 |
|
|
2021
Q2 | $22.3M | Buy |
+514,652
| New | +$23.1M | 0.21% | 75 |
|
|
2021
Q1 | – | Sell |
-18,884
| Closed | -$635K | – | 3128 |
|
|
2020
Q4 | $635K | Sell |
18,884
-15,876
| -46% | -$471K | 0.01% | 898 |
|
|
2020
Q3 | $781K | Buy |
34,760
+19,242
| +124% | +$430K | 0.03% | 682 |
|
|
2020
Q2 | $327K | Buy |
+15,518
| New | +$312K | 0.01% | 950 |
|
|
2020
Q1 | – | Sell |
-48,897
| Closed | -$1.32M | – | 1319 |
|
|
2019
Q4 | $1.32M | Buy |
48,897
+4,343
| +10% | +$114K | 0.06% | 262 |
|
|
2019
Q3 | $1.14M | Buy |
+44,554
| New | +$1.12M | 0.07% | 321 |
|
Other funds holding SF
VPM
VCM
