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Kaufman Rossin Wealth’s Stifel SF Stock Holding History

Kaufman Rossin Wealth’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,263
Closed -$308K – 186
2025
Q1 		$308K Buy
+3,263
New +$308K 0.22% 88