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