Interval Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Buy |
68,860
+58,218
| +547% | +$6.04M | 0.12% | 133 |
|
|
2025
Q1 | $1M | Buy |
+10,642
| New | +$1M | 0.02% | 203 |
|
|
2024
Q1 | – | Sell |
-121,181
| Closed | -$8.38M | – | 290 |
|
|
2023
Q4 | $8.38M | Sell |
121,181
-31,775
| -21% | -$2.2M | 0.24% | 89 |
|
|
2023
Q3 | $9.4M | Buy |
152,956
+104,951
| +219% | +$6.45M | 0.28% | 81 |
|
|
2023
Q2 | $2.86M | Buy |
48,005
+5,002
| +12% | +$298K | 0.1% | 123 |
|
|
2023
Q1 | $2.54M | Sell |
43,003
-16,816
| -28% | -$994K | 0.1% | 141 |
|
|
2022
Q4 | $3.49M | Buy |
+59,819
| New | +$3.49M | 0.21% | 99 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 269 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 261 |
|
|
2019
Q2 | – | Sell |
-87,362
| Closed | -$3.07M | – | 208 |
|
|
2019
Q1 | $3.07M | Buy |
+87,362
| New | +$3.07M | 0.12% | 105 |
|
|
2016
Q2 | – | Sell |
-203,531
| Closed | -$4.02M | – | 152 |
|
|
2016
Q1 | $4.02M | Buy |
+203,531
| New | +$4.02M | 0.35% | 67 |
|
|
2015
Q1 | – | Sell |
-34,220
| Closed | -$1.16M | – | 136 |
|
|
2014
Q4 | $1.16M | Sell |
34,220
-15,280
| -31% | -$520K | 0.18% | 72 |
|
|
2014
Q3 | $1.55M | Buy |
+49,500
| New | +$1.55M | 0.32% | 61 |
|