Kestra Advisory Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
2,492
-23
| -0.9% | -$2.39K | ﹤0.01% | 2459 |
|
|
2025
Q1 | $237K | Sell |
2,515
-605
| -19% | -$57K | ﹤0.01% | 2352 |
|
|
2024
Q4 | $331K | Sell |
3,120
-144
| -4% | -$15.3K | ﹤0.01% | 2145 |
|
|
2024
Q3 | $307K | Buy |
3,264
+54
| +2% | +$5.07K | ﹤0.01% | 2065 |
|
|
2024
Q2 | $270K | Sell |
3,210
-438
| -12% | -$36.9K | ﹤0.01% | 2175 |
|
|
2024
Q1 | $285K | Buy |
3,648
+483
| +15% | +$37.8K | ﹤0.01% | 2025 |
|
|
2023
Q4 | $219K | Sell |
3,165
-139
| -4% | -$9.61K | ﹤0.01% | 2050 |
|
|
2023
Q3 | $203K | Buy |
+3,304
| New | +$203K | ﹤0.01% | 1921 |
|
|
2023
Q1 | – | Sell |
-6,611
| Closed | -$386K | – | 2284 |
|
|
2022
Q4 | $386K | Buy |
6,611
+1,289
| +24% | +$75.2K | ﹤0.01% | 1565 |
|
|
2022
Q3 | $276K | Buy |
5,322
+653
| +14% | +$33.9K | ﹤0.01% | 1643 |
|
|
2022
Q2 | $262K | Buy |
4,669
+1,536
| +49% | +$86.2K | ﹤0.01% | 1713 |
|
|
2022
Q1 | $213K | Buy |
3,133
+65
| +2% | +$4.42K | ﹤0.01% | 1812 |
|
|
2021
Q4 | $216K | Sell |
3,068
-92
| -3% | -$6.48K | ﹤0.01% | 1833 |
|
|
2021
Q3 | $215K | Sell |
3,160
-124
| -4% | -$8.44K | ﹤0.01% | 1936 |
|
|
2021
Q2 | $213K | Sell |
3,284
-100
| -3% | -$6.49K | ﹤0.01% | 1829 |
|
|
2021
Q1 | $217K | Buy |
+3,384
| New | +$217K | ﹤0.01% | 1682 |
|