Kovitz Investment Group Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,520
| Closed | -$426K | – | 1383 |
|
|
2025
Q1 | $426K | Buy |
4,520
+60
| +1% | +$5.66K | ﹤0.01% | 943 |
|
|
2024
Q4 | $474K | Buy |
4,460
+498
| +13% | +$52.9K | ﹤0.01% | 903 |
|
|
2024
Q3 | $360K | Buy |
3,962
+757
| +24% | +$68.8K | ﹤0.01% | 825 |
|
|
2024
Q2 | $270K | Buy |
+3,205
| New | +$270K | ﹤0.01% | 750 |
|