Journey Strategic Wealth’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
2,890
-17
| -0.6% | -$1.76K | 0.01% | 433 |
|
|
2025
Q1 | $274K | Buy |
2,907
+117
| +4% | +$11K | 0.01% | 362 |
|
|
2024
Q4 | $296K | Buy |
2,790
+7
| +0.3% | +$743 | 0.01% | 334 |
|
|
2024
Q3 | $261K | Buy |
2,783
+3
| +0.1% | +$282 | 0.01% | 377 |
|
|
2024
Q2 | $234K | Buy |
+2,780
| New | +$234K | 0.01% | 321 |
|
|
2022
Q2 | – | Sell |
-4,072
| Closed | -$277K | – | 199 |
|
|
2022
Q1 | $277K | Buy |
4,072
+1,147
| +39% | +$78K | 0.03% | 108 |
|
|
2021
Q4 | $206K | Buy |
+2,925
| New | +$206K | 0.02% | 188 |
|