J. Safra Asset Management’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.1K Sell
126
-54
-30% -$5.6K ﹤0.01% 229
2025
Q1
$17K Buy
180
+11
+7% +$1.04K ﹤0.01% 210
2024
Q4
$17.9K Buy
169
+48
+40% +$5.1K ﹤0.01% 258
2024
Q3
$11.3K Buy
+121
New +$11.3K ﹤0.01% 232