Inspire Investing’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 |
-7,884
| Closed | -$743K | – | 864 |
|
|
2025
Q1 | $743K | Buy |
+7,884
| New | +$743K | 0.09% | 230 |
|
|
2024
Q3 | – | Sell |
-4,185
| Closed | -$352K | – | 895 |
|
|
2024
Q2 | $352K | Sell |
4,185
-410
| -9% | -$34.5K | 0.04% | 544 |
|
|
2024
Q1 | $359K | Sell |
4,595
-951
| -17% | -$74.3K | 0.04% | 532 |
|
|
2023
Q4 | $384K | Buy |
5,546
+566
| +11% | +$39.1K | 0.04% | 587 |
|
|
2023
Q3 | $306K | Sell |
4,980
-266
| -5% | -$16.3K | 0.04% | 667 |
|
|
2023
Q2 | $313K | Buy |
5,246
+636
| +14% | +$38K | 0.04% | 679 |
|
|
2023
Q1 | $272K | Buy |
4,610
+587
| +15% | +$34.7K | 0.03% | 666 |
|
|
2022
Q4 | $235K | Buy |
4,023
+43
| +1% | +$2.51K | 0.03% | 666 |
|
|
2022
Q3 | $207K | Buy |
3,980
+227
| +6% | +$11.8K | 0.03% | 539 |
|
|
2022
Q2 | $210K | Buy |
3,753
+319
| +9% | +$17.9K | 0.03% | 747 |
|
|
2022
Q1 | $233K | Sell |
3,434
-45
| -1% | -$3.05K | 0.03% | 762 |
|
|
2021
Q4 | $245K | Buy |
3,479
+113
| +3% | +$7.96K | 0.03% | 734 |
|
|
2021
Q3 | $229K | Buy |
+3,366
| New | +$229K | 0.03% | 619 |
|