Janney Montgomery Scott’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
12,021
+1,516
| +14% | +$157K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $990K | Buy |
10,505
+2,505
| +31% | +$236K | ﹤0.01% | 1548 |
|
|
2024
Q4 | $849K | Buy |
+8,000
| New | +$849K | ﹤0.01% | 1658 |
|
|
2023
Q2 | – | Sell |
-4,356
| Closed | -$257K | – | 2724 |
|
|
2023
Q1 | $257K | Sell |
4,356
-2,095
| -32% | -$124K | ﹤0.01% | 2142 |
|
|
2022
Q4 | $377K | Buy |
6,451
+808
| +14% | +$47.2K | ﹤0.01% | 1951 |
|
|
2022
Q3 | $293K | Buy |
5,643
+1,475
| +35% | +$76.6K | ﹤0.01% | 2023 |
|
|
2022
Q2 | $233K | Buy |
4,168
+738
| +22% | +$41.3K | ﹤0.01% | 2057 |
|
|
2022
Q1 | $233K | Sell |
3,430
-366
| -10% | -$24.9K | ﹤0.01% | 2009 |
|
|
2021
Q4 | $267K | Buy |
+3,796
| New | +$267K | ﹤0.01% | 2060 |
|
|
2021
Q3 | – | Sell |
-4,176
| Closed | -$271K | – | 2367 |
|
|
2021
Q2 | $271K | Sell |
4,176
-2,768
| -40% | -$180K | ﹤0.01% | 1974 |
|
|
2021
Q1 | $445K | Sell |
6,944
-318
| -4% | -$20.4K | ﹤0.01% | 1617 |
|
|
2020
Q4 | $366K | Sell |
7,262
-8,559
| -54% | -$431K | ﹤0.01% | 1758 |
|
|
2020
Q3 | $533K | Buy |
15,821
+8,316
| +111% | +$280K | ﹤0.01% | 1389 |
|
|
2020
Q2 | $237K | Sell |
7,505
-1,912
| -20% | -$60.4K | ﹤0.01% | 1753 |
|
|
2020
Q1 | $259K | Buy |
+9,417
| New | +$259K | ﹤0.01% | 1561 |
|
|
2018
Q4 | – | Sell |
-157,862
| Closed | -$5.4M | – | 2041 |
|
|
2018
Q3 | $5.4M | Buy |
157,862
+10,791
| +7% | +$369K | 0.05% | 381 |
|
|
2018
Q2 | $5.12M | Buy |
147,071
+6,986
| +5% | +$243K | 0.05% | 371 |
|
|
2018
Q1 | $5.53M | Sell |
140,085
-275
| -0.2% | -$10.9K | 0.06% | 345 |
|
|
2017
Q4 | $5.57M | Buy |
140,360
+3,209
| +2% | +$127K | 0.06% | 336 |
|
|
2017
Q3 | $4.89M | Buy |
137,151
+5,341
| +4% | +$190K | 0.06% | 342 |
|
|
2017
Q2 | $4.04M | Buy |
131,810
+11,726
| +10% | +$359K | 0.05% | 364 |
|
|
2017
Q1 | $4.02M | Buy |
120,084
+70,315
| +141% | +$2.35M | 0.05% | 347 |
|
|
2016
Q4 | $1.66M | Buy |
49,769
+41,486
| +501% | +$1.38M | 0.03% | 564 |
|
|
2016
Q3 | $212K | Buy |
+8,283
| New | +$212K | ﹤0.01% | 1368 |
|
|
2013
Q4 | – | Sell |
-7,712
| Closed | -$212K | – | 2045 |
|
|
2013
Q3 | $212K | Sell |
7,712
-1,513
| -16% | -$41.6K | 0.01% | 1612 |
|
|
2013
Q2 | $219K | Buy |
+9,225
| New | +$219K | 0.02% | 652 |
|