Kestra Advisory Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $216K | Sell |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $217K | Buy |
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