KPWS
SF icon

Kestra Private Wealth Services’s Stifel SF Stock Holding History

Kestra Private Wealth Services’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 		$293K Buy
2,825
+321
+13% +$33.3K ﹤0.01% 1289
2025
Q1 		$236K Buy
2,504
+215
+9% +$20.3K ﹤0.01% 1304
2024
Q4 		$243K Sell
2,289
-12
-0.5% -$1.27K ﹤0.01% 1218
2024
Q3 		$216K Buy
+2,301
New +$216K ﹤0.01% 1233