JTC Employer Solutions Trustee’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
321
| – | – | ﹤0.01% | 248 |
|
|
2025
Q1 | $30K | Hold |
321
| – | – | ﹤0.01% | 256 |
|
|
2024
Q4 | $34K | Hold |
321
| – | – | ﹤0.01% | 258 |
|
|
2024
Q3 | $30K | Hold |
321
| – | – | ﹤0.01% | 266 |
|
|
2024
Q2 | $27K | Hold |
321
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $25K | Hold |
321
| – | – | ﹤0.01% | 287 |
|
|
2023
Q4 | $22K | Hold |
321
| – | – | ﹤0.01% | 289 |
|
|
2023
Q3 | $20K | Hold |
321
| – | – | ﹤0.01% | 300 |
|
|
2023
Q2 | $19K | Hold |
321
| – | – | ﹤0.01% | 303 |
|
|
2023
Q1 | $19K | Hold |
321
| – | – | ﹤0.01% | 307 |
|
|
2022
Q4 | $19K | Buy |
+321
| New | +$19K | ﹤0.01% | 324 |
|