JFS Wealth Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Buy |
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|
2025
Q1 | $8.67K | Hold |
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|
2024
Q4 | $9.76K | Hold |
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|
2024
Q3 | $8.64K | Buy |
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|
2024
Q2 | $7.49K | Hold |
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|
2024
Q1 | $6.96K | Hold |
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|
2023
Q4 | $6.16K | Sell |
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|
2023
Q3 | $6.02K | Buy |
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|
2023
Q2 | $5.19K | Hold |
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|
2023
Q1 | $5.14K | Sell |
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|
2022
Q4 | $5.66K | Sell |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $2K | Buy |
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