Integrated Wealth Concepts’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
2,809
-75
| -3% | -$7.78K | ﹤0.01% | 1560 |
|
|
2025
Q1 | $272K | Buy |
2,884
+61
| +2% | +$5.75K | ﹤0.01% | 1461 |
|
|
2024
Q4 | $299K | Sell |
2,823
-107
| -4% | -$11.4K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $275K | Sell |
2,930
-209
| -7% | -$19.6K | ﹤0.01% | 1400 |
|
|
2024
Q2 | $264K | Buy |
3,139
+8
| +0.3% | +$673 | ﹤0.01% | 1380 |
|
|
2024
Q1 | $245K | Buy |
+3,131
| New | +$245K | ﹤0.01% | 1428 |
|