JFS Wealth Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Buy |
100
+8
| +9% | +$830 | ﹤0.01% | 855 |
|
|
2025
Q1 | $8.67K | Hold |
92
| – | – | ﹤0.01% | 924 |
|
|
2024
Q4 | $9.76K | Hold |
92
| – | – | ﹤0.01% | 858 |
|
|
2024
Q3 | $8.64K | Buy |
92
+3
| +3% | +$282 | ﹤0.01% | 906 |
|
|
2024
Q2 | $7.49K | Hold |
89
| – | – | ﹤0.01% | 889 |
|
|
2024
Q1 | $6.96K | Hold |
89
| – | – | ﹤0.01% | 955 |
|
|
2023
Q4 | $6.16K | Sell |
89
-9
| -9% | -$622 | ﹤0.01% | 972 |
|
|
2023
Q3 | $6.02K | Buy |
98
+11
| +13% | +$676 | ﹤0.01% | 916 |
|
|
2023
Q2 | $5.19K | Hold |
87
| – | – | ﹤0.01% | 986 |
|
|
2023
Q1 | $5.14K | Sell |
87
-10
| -10% | -$591 | ﹤0.01% | 975 |
|
|
2022
Q4 | $5.66K | Sell |
97
-8
| -8% | -$467 | ﹤0.01% | 944 |
|
|
2022
Q3 | $5K | Buy |
105
+57
| +119% | +$2.71K | ﹤0.01% | 1006 |
|
|
2022
Q2 | $3K | Sell |
48
-30
| -38% | -$1.88K | ﹤0.01% | 1234 |
|
|
2022
Q1 | $5K | Buy |
78
+45
| +136% | +$2.89K | ﹤0.01% | 1064 |
|
|
2021
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1154 |
|