Keeler & Nadler Financial Planning & Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,227
| Closed | -$397K | – | 73 |
|
|
2024
Q3 | $397K | Sell |
4,227
-250
| -6% | -$23.5K | 0.19% | 48 |
|
|
2024
Q2 | $377K | Hold |
4,477
| – | – | 0.21% | 47 |
|
|
2024
Q1 | $350K | Hold |
4,477
| – | – | 0.21% | 46 |
|
|
2023
Q4 | $310K | Buy |
+4,477
| New | +$310K | 0.22% | 44 |
|
|
2022
Q4 | $315K | Buy |
+5,403
| New | +$315K | 0.29% | 38 |
|
|
2021
Q4 | $380K | Buy |
+5,403
| New | +$380K | 0.35% | 34 |
|