Integrated Investment Consultants’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 |
3,314
-1,995
| -38% | -$207K | 0.07% | 206 |
|
|
2025
Q1 | $500K | Sell |
5,309
-326
| -6% | -$30.7K | 0.1% | 152 |
|
|
2024
Q4 | $598K | Buy |
5,635
+449
| +9% | +$47.6K | 0.12% | 134 |
|
|
2024
Q3 | $487K | Sell |
5,186
-198
| -4% | -$18.6K | 0.11% | 140 |
|
|
2024
Q2 | $421K | Hold |
5,384
| – | – | 0.12% | 147 |
|
|
2024
Q1 | $421K | Sell |
5,384
-300
| -5% | -$23.5K | 0.12% | 147 |
|
|
2023
Q4 | $393K | Sell |
5,684
-100
| -2% | -$6.92K | 0.12% | 147 |
|
|
2023
Q3 | $355K | Sell |
5,784
-152
| -3% | -$9.34K | 0.13% | 142 |
|
|
2023
Q2 | $354K | Hold |
5,936
| – | – | 0.11% | 160 |
|
|
2023
Q1 | $351K | Buy |
5,936
+21
| +0.4% | +$1.24K | 0.11% | 169 |
|
|
2022
Q4 | $345K | Sell |
5,915
-54
| -0.9% | -$3.15K | 0.12% | 153 |
|
|
2022
Q3 | $310K | Hold |
5,969
| – | – | 0.12% | 143 |
|
|
2022
Q2 | $334K | Sell |
5,969
-83
| -1% | -$4.64K | 0.12% | 136 |
|
|
2022
Q1 | $411K | Buy |
6,052
+139
| +2% | +$9.44K | 0.11% | 162 |
|
|
2021
Q4 | $416K | Sell |
5,913
-5
| -0.1% | -$352 | 0.11% | 165 |
|
|
2021
Q3 | $402K | Buy |
5,918
+59
| +1% | +$4.01K | 0.12% | 161 |
|
|
2021
Q2 | $380K | Sell |
5,859
-23
| -0.4% | -$1.49K | 0.11% | 166 |
|
|
2021
Q1 | $377K | Buy |
5,882
+361
| +7% | +$23.1K | 0.13% | 154 |
|
|
2020
Q4 | $279K | Buy |
+5,521
| New | +$279K | 0.11% | 181 |
|
|
2018
Q2 | – | Sell |
-4,451
| Closed | -$176K | – | 605 |
|
|
2018
Q1 | $176K | Buy |
+4,451
| New | +$176K | 0.07% | 209 |
|
|
2017
Q3 | $146K | Hold |
4,109
| – | – | 0.06% | 214 |
|
|
2017
Q2 | $126K | Hold |
4,109
| – | – | 0.06% | 237 |
|
|
2017
Q1 | $137K | Hold |
4,109
| – | – | 0.06% | 217 |
|
|
2016
Q4 | $137K | Sell |
4,109
-13
| -0.3% | -$433 | 0.07% | 209 |
|
|
2016
Q3 | $105K | Sell |
4,122
-188
| -4% | -$4.79K | 0.05% | 252 |
|
|
2016
Q2 | $90K | Sell |
4,310
-9
| -0.2% | -$188 | 0.05% | 290 |
|
|
2016
Q1 | $79K | Buy |
+4,319
| New | +$79K | 0.05% | 283 |
|