Intrust Bank’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $350K | Buy |
3,369
+318
| +10% | +$33K | 0.03% | 317 |
|
2025
Q1 | $288K | Sell |
3,051
-224
| -7% | -$21.1K | 0.03% | 328 |
|
2024
Q4 | $347K | Buy |
3,275
+622
| +23% | +$66K | 0.04% | 308 |
|
2024
Q3 | $249K | Sell |
2,653
-331
| -11% | -$31.1K | 0.02% | 352 |
|
2024
Q2 | $251K | Buy |
2,984
+157
| +6% | +$13.2K | 0.03% | 349 |
|
2024
Q1 | $221K | Buy |
+2,827
| New | +$221K | 0.02% | 370 |
|
2019
Q2 | – | Sell |
-5,829
| Closed | -$205K | – | 370 |
|
2019
Q1 | $205K | Sell |
5,829
-1,907
| -25% | -$67.1K | 0.05% | 364 |
|
2018
Q4 | $214K | Buy |
+7,736
| New | +$214K | 0.06% | 340 |
|
2018
Q2 | – | Sell |
-6,032
| Closed | -$238K | – | 381 |
|
2018
Q1 | $238K | Buy |
6,032
+212
| +4% | +$8.37K | 0.07% | 323 |
|
2017
Q4 | $231K | Buy |
+5,820
| New | +$231K | 0.07% | 341 |
|