Integrated Investment Consultants’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $323K | Sell |
4,365
-416
| -9% | -$33K | 0.07% | 183 |
|
|
2025
Q4 | $399K | Sell |
4,781
-1
| -0% | -$80 | 0.08% | 165 |
|
|
2025
Q3 | $362K | Sell |
4,782
-189
| -4% | -$14.2K | 0.06% | 206 |
|
|
2025
Q2 | $344K | Sell |
4,971
-2,993
| -38% | -$184K | 0.07% | 206 |
|
|
2025
Q1 | $500K | Sell |
7,964
-489
| -6% | -$34.5K | 0.1% | 152 |
|
|
2024
Q4 | $598K | Buy |
8,453
+674
| +9% | +$48.1K | 0.12% | 134 |
|
|
2024
Q3 | $487K | Sell |
7,779
-297
| -4% | -$16.9K | 0.11% | 140 |
|
|
2024
Q2 | $421K | Hold |
8,076
| – | – | 0.12% | 147 |
|
|
2024
Q1 | $421K | Sell |
8,076
-450
| -5% | -$22.2K | 0.12% | 147 |
|
|
2023
Q4 | $393K | Sell |
8,526
-150
| -2% | -$6.17K | 0.12% | 147 |
|
|
2023
Q3 | $355K | Sell |
8,676
-228
| -3% | -$9.6K | 0.13% | 142 |
|
|
2023
Q2 | $354K | Hold |
8,904
| – | – | 0.11% | 160 |
|
|
2023
Q1 | $351K | Buy |
8,904
+31
| +0.3% | +$1.3K | 0.11% | 169 |
|
|
2022
Q4 | $345K | Sell |
8,873
-81
| -0.9% | -$3.21K | 0.12% | 153 |
|
|
2022
Q3 | $310K | Hold |
8,954
| – | – | 0.12% | 143 |
|
|
2022
Q2 | $334K | Sell |
8,954
-124
| -1% | -$5.15K | 0.12% | 136 |
|
|
2022
Q1 | $411K | Buy |
9,078
+208
| +2% | +$9.99K | 0.12% | 164 |
|
|
2021
Q4 | $416K | Sell |
8,870
-7
| -0.1% | -$340 | 0.11% | 165 |
|
|
2021
Q3 | $402K | Buy |
8,877
+88
| +1% | +$3.92K | 0.12% | 161 |
|
|
2021
Q2 | $380K | Sell |
8,789
-34
| -0.4% | -$1.52K | 0.11% | 166 |
|
|
2021
Q1 | $377K | Buy |
8,823
+541
| +7% | +$21.1K | 0.13% | 154 |
|
|
2020
Q4 | $279K | Buy |
+8,282
| New | +$246K | 0.11% | 182 |
|
|
2018
Q2 | – | Sell |
-6,676
| Closed | -$176K | – | 605 |
|
|
2018
Q1 | $176K | Buy |
+6,676
| New | +$189K | 0.07% | 209 |
|
|
2017
Q3 | $146K | Hold |
6,163
| – | – | 0.06% | 214 |
|
|
2017
Q2 | $126K | Hold |
6,163
| – | – | 0.06% | 237 |
|
|
2017
Q1 | $137K | Hold |
6,163
| – | – | 0.06% | 217 |
|
|
2016
Q4 | $137K | Sell |
6,163
-20
| -0.3% | -$402 | 0.07% | 209 |
|
|
2016
Q3 | $105K | Sell |
6,183
-281
| -4% | -$4.51K | 0.05% | 252 |
|
|
2016
Q2 | $90K | Sell |
6,464
-14
| -0.2% | -$208 | 0.05% | 290 |
|
|
2016
Q1 | $79K | Buy |
+6,478
| New | +$92K | 0.05% | 283 |
|
Other funds holding SF
VPM
VCM
