Johnson Financial Group Inc (Wisconsin)’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,140
| Closed | -$390K | – | 879 |
|
|
2025
Q1 | $390K | Buy |
4,140
+4,075
| +6,269% | +$384K | 0.02% | 252 |
|
|
2024
Q4 | $7.53K | Sell |
65
-4,188
| -98% | -$485K | ﹤0.01% | 673 |
|
|
2024
Q3 | $399K | Buy |
4,253
+2,224
| +110% | +$209K | 0.02% | 263 |
|
|
2024
Q2 | $171K | Buy |
+2,029
| New | +$171K | 0.01% | 327 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$1K | – | 796 |
|
|
2021
Q4 | $1K | Sell |
20
-20
| -50% | -$1K | ﹤0.01% | 748 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 632 |
|