Jones Financial Companies’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.9K | Buy |
317
+65
| +26% | +$6.74K | ﹤0.01% | 2391 |
|
2025
Q1 | $23.7K | Buy |
252
+38
| +18% | +$3.57K | ﹤0.01% | 2365 |
|
2024
Q4 | $22.7K | Sell |
214
-70
| -25% | -$7.43K | ﹤0.01% | 2205 |
|
2024
Q3 | $26.6K | Buy |
284
+84
| +42% | +$7.87K | ﹤0.01% | 1858 |
|
2024
Q2 | $16.8K | Buy |
+200
| New | +$16.8K | ﹤0.01% | 1597 |
|