IFP 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 | $344K | Sell |
2,562
-106
| -4% | -$14.2K | 0.01% | 998 |
|
|
2025
Q1 | $253K | Buy |
2,668
+53
| +2% | +$5.04K | 0.01% | 1067 |
|
|
2024
Q4 | $280K | Buy |
2,615
+50
| +2% | +$5.35K | 0.01% | 969 |
|
|
2024
Q3 | $241K | Sell |
2,565
-275
| -10% | -$25.8K | 0.01% | 1004 |
|
|
2024
Q2 | $239K | Sell |
2,840
-33
| -1% | -$2.78K | 0.01% | 957 |
|
|
2024
Q1 | $225K | Buy |
2,873
+805
| +39% | +$62.9K | 0.01% | 945 |
|
|
2023
Q4 | $143K | Buy |
2,068
+74
| +4% | +$5.12K | 0.01% | 1115 |
|
|
2023
Q3 | $123K | Buy |
1,994
+1,701
| +581% | +$105K | 0.01% | 1169 |
|
|
2023
Q2 | $17.5K | Buy |
293
+26
| +10% | +$1.55K | ﹤0.01% | 2078 |
|
|
2023
Q1 | $15.9K | Sell |
267
-1,867
| -87% | -$111K | ﹤0.01% | 2108 |
|
|
2022
Q4 | $139K | Sell |
2,134
-42
| -2% | -$2.74K | ﹤0.01% | 1558 |
|
|
2022
Q3 | $142K | Buy |
2,176
+29
| +1% | +$1.89K | ﹤0.01% | 1627 |
|
|
2022
Q2 | $140K | Hold |
2,147
| – | – | ﹤0.01% | 1487 |
|
|
2022
Q1 | $140K | Buy |
2,147
+1,868
| +670% | +$122K | ﹤0.01% | 1487 |
|
|
2021
Q4 | $19K | Hold |
279
| – | – | ﹤0.01% | 1942 |
|
|
2021
Q3 | $19K | Sell |
279
-19
| -6% | -$1.29K | ﹤0.01% | 1962 |
|
|
2021
Q2 | $20K | Sell |
298
-48
| -14% | -$3.22K | ﹤0.01% | 1934 |
|
|
2021
Q1 | $23K | Sell |
346
-277
| -44% | -$18.4K | ﹤0.01% | 1797 |
|
|
2020
Q4 | $31K | Sell |
623
-1
| -0.2% | -$50 | ﹤0.01% | 1628 |
|
|
2020
Q3 | $21K | Buy |
624
+64
| +11% | +$2.15K | ﹤0.01% | 1626 |
|
|
2020
Q2 | $17K | Sell |
560
-106
| -16% | -$3.22K | ﹤0.01% | 1616 |
|
|
2020
Q1 | $18K | Buy |
666
+36
| +6% | +$973 | ﹤0.01% | 1532 |
|
|
2019
Q4 | $26K | Sell |
630
-30
| -5% | -$1.24K | ﹤0.01% | 1519 |
|
|
2019
Q3 | $26K | Buy |
+660
| New | +$26K | ﹤0.01% | 1650 |
|
|
2019
Q1 | $1K | Sell |
41
-846
| -95% | -$20.6K | ﹤0.01% | 2254 |
|
|
2018
Q4 | $24K | Sell |
887
-70
| -7% | -$1.89K | ﹤0.01% | 1996 |
|
|
2018
Q3 | $33K | Buy |
957
+13
| +1% | +$448 | ﹤0.01% | 2130 |
|
|
2018
Q2 | $33K | Sell |
944
-126
| -12% | -$4.41K | ﹤0.01% | 2140 |
|
|
2018
Q1 | $42K | Hold |
1,070
| – | – | ﹤0.01% | 1923 |
|
|
2017
Q4 | $42K | Buy |
1,070
+470
| +78% | +$18.4K | ﹤0.01% | 1919 |
|
|
2017
Q3 | $21K | Buy |
600
+81
| +16% | +$2.84K | ﹤0.01% | 2545 |
|
|
2017
Q2 | $16K | Buy |
519
+40
| +8% | +$1.23K | ﹤0.01% | 2691 |
|
|
2017
Q1 | $16K | Sell |
479
-123
| -20% | -$4.11K | ﹤0.01% | 2625 |
|
|
2016
Q4 | $20K | Buy |
602
+36
| +6% | +$1.2K | ﹤0.01% | 2456 |
|
|
2016
Q3 | $14K | Buy |
566
+162
| +40% | +$4.01K | ﹤0.01% | 2617 |
|
|
2016
Q2 | $8K | Buy |
404
+363
| +885% | +$7.19K | ﹤0.01% | 2872 |
|
|
2016
Q1 | $1K | Sell |
41
-349
| -89% | -$8.51K | ﹤0.01% | 2254 |
|
|
2015
Q4 | $11K | Buy |
+390
| New | +$11K | ﹤0.01% | 2522 |
|