InceptionR’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,614
| Closed | -$529K | – | 831 |
|
|
2025
Q1 | $529K | Buy |
+5,614
| New | +$529K | 0.16% | 261 |
|
|
2024
Q4 | – | Sell |
-8,850
| Closed | -$831K | – | 848 |
|
|
2024
Q3 | $831K | Buy |
8,850
+3,357
| +61% | +$315K | 0.2% | 185 |
|
|
2024
Q2 | $462K | Buy |
+5,493
| New | +$462K | 0.13% | 299 |
|
|
2024
Q1 | – | Sell |
-7,198
| Closed | -$498K | – | 716 |
|
|
2023
Q4 | $498K | Sell |
7,198
-2,441
| -25% | -$169K | 0.36% | 103 |
|
|
2023
Q3 | $592K | Buy |
9,639
+5,570
| +137% | +$342K | 0.34% | 110 |
|
|
2023
Q2 | $243K | Sell |
4,069
-5,040
| -55% | -$301K | 0.13% | 319 |
|
|
2023
Q1 | $538K | Sell |
9,109
-5,082
| -36% | -$300K | 0.17% | 227 |
|
|
2022
Q4 | $828K | Buy |
+14,191
| New | +$828K | 0.44% | 61 |
|