KWM
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Kingsview Wealth Management’s Stifel SF Stock Holding History

Kingsview Wealth Management’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
Q1 		– Sell
-2,656
Closed -$282K – 1173
2024
Q4 		$282K Sell
2,656
-264
-9% -$28K 0.01% 926
2024
Q3 		$274K Buy
+2,920
New +$274K 0.01% 915