Integrated Advisors Network’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
2,777
+458
| +20% | +$47.5K | 0.01% | 629 |
|
|
2025
Q1 | $219K | Sell |
2,319
-42,975
| -95% | -$4.05M | 0.01% | 664 |
|
|
2024
Q4 | $4.8M | Sell |
45,294
-3,085
| -6% | -$327K | 0.23% | 109 |
|
|
2024
Q3 | $4.54M | Sell |
48,379
-2,541
| -5% | -$239K | 0.21% | 118 |
|
|
2024
Q2 | $4.28M | Sell |
50,920
-641
| -1% | -$53.9K | 0.22% | 118 |
|
|
2024
Q1 | $4.03M | Sell |
51,561
-502
| -1% | -$39.2K | 0.2% | 134 |
|
|
2023
Q4 | $3.6M | Buy |
+52,063
| New | +$3.6M | 0.2% | 142 |
|