Journey Strategic Wealth’s Stifel SF Stock Holding History

Journey Strategic Wealth’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Sell
2025 Q1	$274K	Buy
2024 Q4	$296K	Buy
2024 Q3	$261K	Buy
2024 Q2	$234K	Buy
2022 Q2	–	Sell
2022 Q1	$277K	Buy
2021 Q4	$206K	Buy