Icon Wealth 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 | $253K | Hold |
2,442
| – | – | 0.02% | 333 |
|
|
2025
Q1 | $230K | Sell |
2,442
-20
| -0.8% | -$1.89K | 0.02% | 325 |
|
|
2024
Q4 | $261K | Buy |
2,462
+100
| +4% | +$10.6K | 0.02% | 323 |
|
|
2024
Q3 | $222K | Buy |
+2,362
| New | +$222K | 0.02% | 339 |
|
|
2024
Q2 | – | Sell |
-2,400
| Closed | -$188K | – | 489 |
|
|
2024
Q1 | $188K | Buy |
2,400
+186
| +8% | +$14.5K | 0.02% | 351 |
|
|
2023
Q4 | $153K | Buy |
+2,214
| New | +$153K | 0.02% | 351 |
|