IFP 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 | $364K | Buy |
4,926
+558
| +13% | +$44.3K | 0.01% | 1103 |
|
|
2025
Q4 | $365K | Buy |
4,368
+444
| +11% | +$35.5K | 0.01% | 1066 |
|
|
2025
Q3 | $297K | Buy |
3,924
+81
| +2% | +$6.06K | 0.01% | 1105 |
|
|
2025
Q2 | $344K | Sell |
3,843
-159
| -4% | -$9.76K | 0.01% | 998 |
|
|
2025
Q1 | $253K | Buy |
4,002
+79
| +2% | +$5.57K | 0.01% | 1067 |
|
|
2024
Q4 | $280K | Buy |
3,923
+75
| +2% | +$5.35K | 0.01% | 969 |
|
|
2024
Q3 | $241K | Sell |
3,848
-412
| -10% | -$23.5K | 0.01% | 1004 |
|
|
2024
Q2 | $239K | Sell |
4,260
-50
| -1% | -$2.65K | 0.01% | 957 |
|
|
2024
Q1 | $225K | Buy |
4,310
+1,208
| +39% | +$59.5K | 0.01% | 945 |
|
|
2023
Q4 | $143K | Buy |
3,102
+111
| +4% | +$4.57K | 0.01% | 1115 |
|
|
2023
Q3 | $123K | Buy |
2,991
+2,551
| +580% | +$107K | 0.01% | 1169 |
|
|
2023
Q2 | $17.5K | Buy |
440
+39
| +10% | +$1.52K | ﹤0.01% | 2078 |
|
|
2023
Q1 | $15.9K | Sell |
401
-2,800
| -87% | -$118K | ﹤0.01% | 2108 |
|
|
2022
Q4 | $139K | Sell |
3,201
-63
| -2% | -$2.49K | ﹤0.01% | 1558 |
|
|
2022
Q3 | $142K | Buy |
3,264
+43
| +1% | +$1.69K | ﹤0.01% | 1626 |
|
|
2022
Q2 | $140K | Hold |
3,221
| – | – | ﹤0.01% | 1486 |
|
|
2022
Q1 | $140K | Buy |
3,221
+2,802
| +669% | +$135K | ﹤0.01% | 1486 |
|
|
2021
Q4 | $19K | Hold |
419
| – | – | ﹤0.01% | 1976 |
|
|
2021
Q3 | $19K | Sell |
419
-28
| -6% | -$1.25K | ﹤0.01% | 2016 |
|
|
2021
Q2 | $20K | Sell |
447
-72
| -14% | -$3.23K | ﹤0.01% | 1938 |
|
|
2021
Q1 | $23K | Sell |
519
-416
| -44% | -$16.2K | ﹤0.01% | 1804 |
|
|
2020
Q4 | $31K | Sell |
935
-1
| -0.1% | -$30 | ﹤0.01% | 1629 |
|
|
2020
Q3 | $21K | Buy |
936
+97
| +12% | +$2.17K | ﹤0.01% | 1627 |
|
|
2020
Q2 | $17K | Sell |
839
-160
| -16% | -$3.21K | ﹤0.01% | 1620 |
|
|
2020
Q1 | $18K | Buy |
999
+54
| +6% | +$1.35K | ﹤0.01% | 1540 |
|
|
2019
Q4 | $26K | Sell |
945
-45
| -5% | -$1.18K | ﹤0.01% | 1518 |
|
|
2019
Q3 | $26K | Buy |
+990
| New | +$24.9K | ﹤0.01% | 1650 |
|
|
2019
Q1 | $1K | Sell |
61
-1,269
| -95% | -$28.7K | ﹤0.01% | 2254 |
|
|
2018
Q4 | $24K | Sell |
1,330
-106
| -7% | -$2.2K | ﹤0.01% | 2020 |
|
|
2018
Q3 | $33K | Buy |
1,436
+21
| +1% | +$505 | ﹤0.01% | 2147 |
|
|
2018
Q2 | $33K | Sell |
1,415
-189
| -12% | -$4.92K | ﹤0.01% | 2163 |
|
|
2018
Q1 | $42K | Hold |
1,604
| – | – | ﹤0.01% | 1923 |
|
|
2017
Q4 | $42K | Buy |
1,604
+704
| +78% | +$17.2K | ﹤0.01% | 1944 |
|
|
2017
Q3 | $21K | Buy |
900
+122
| +16% | +$2.64K | ﹤0.01% | 2574 |
|
|
2017
Q2 | $16K | Buy |
778
+60
| +8% | +$1.23K | ﹤0.01% | 2718 |
|
|
2017
Q1 | $16K | Sell |
718
-184
| -20% | -$4.24K | ﹤0.01% | 2651 |
|
|
2016
Q4 | $20K | Buy |
902
+54
| +6% | +$1.08K | ﹤0.01% | 2474 |
|
|
2016
Q3 | $14K | Buy |
848
+243
| +40% | +$3.9K | ﹤0.01% | 2633 |
|
|
2016
Q2 | $8K | Buy |
605
+544
| +892% | +$8.09K | ﹤0.01% | 2884 |
|
|
2016
Q1 | $1K | Sell |
61
-524
| -90% | -$7.44K | ﹤0.01% | 2241 |
|
|
2015
Q4 | $11K | Buy |
+585
| New | +$11.4K | ﹤0.01% | 2537 |
|
Other funds holding SF
VPM
VCM
