Larson Financial Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
4,476
+47
| +1% | +$4.88K | 0.02% | 454 |
|
|
2025
Q1 | $417K | Buy |
4,429
+16
| +0.4% | +$1.51K | 0.02% | 442 |
|
|
2024
Q4 | $468K | Sell |
4,413
-1,010
| -19% | -$107K | 0.02% | 372 |
|
|
2024
Q3 | $509K | Buy |
5,423
+5,300
| +4,309% | +$498K | 0.03% | 331 |
|
|
2024
Q2 | $10.4K | Buy |
123
+1
| +0.8% | +$84 | ﹤0.01% | 1251 |
|
|
2024
Q1 | $9.57K | Hold |
122
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q4 | $8.46K | Sell |
122
-1,073
| -90% | -$74.4K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $73.4K | Hold |
1,195
| – | – | 0.01% | 521 |
|
|
2023
Q2 | $71.3K | Buy |
1,195
+118
| +11% | +$7.04K | 0.01% | 478 |
|
|
2023
Q1 | $63.6K | Buy |
1,077
+7
| +0.7% | +$414 | 0.01% | 504 |
|
|
2022
Q4 | $62.5K | Buy |
1,070
+5
| +0.5% | +$292 | 0.01% | 482 |
|
|
2022
Q3 | $55K | Buy |
1,065
+16
| +2% | +$826 | 0.01% | 453 |
|
|
2022
Q2 | $59K | Buy |
1,049
+5
| +0.5% | +$281 | 0.01% | 337 |
|
|
2022
Q1 | $71K | Buy |
1,044
+5
| +0.5% | +$340 | 0.01% | 324 |
|
|
2021
Q4 | $73K | Buy |
1,039
+2
| +0.2% | +$141 | 0.01% | 322 |
|
|
2021
Q3 | $70K | Buy |
1,037
+3
| +0.3% | +$203 | 0.01% | 244 |
|
|
2021
Q2 | $67K | Buy |
1,034
+2
| +0.2% | +$130 | 0.02% | 230 |
|
|
2021
Q1 | $66K | Buy |
1,032
+2
| +0.2% | +$128 | 0.02% | 217 |
|
|
2020
Q4 | $52K | Buy |
1,030
+2
| +0.2% | +$101 | 0.02% | 213 |
|
|
2020
Q3 | $35K | Buy |
1,028
+3
| +0.3% | +$102 | 0.01% | 249 |
|
|
2020
Q2 | $32K | Buy |
1,025
+3
| +0.3% | +$94 | 0.02% | 235 |
|
|
2020
Q1 | $28K | Buy |
1,022
+5
| +0.5% | +$137 | 0.02% | 199 |
|
|
2019
Q4 | $41K | Buy |
1,017
+3
| +0.3% | +$121 | 0.02% | 167 |
|
|
2019
Q3 | $39K | Buy |
1,014
+3
| +0.3% | +$115 | 0.03% | 166 |
|
|
2019
Q2 | $40K | Buy |
1,011
+1
| +0.1% | +$40 | 0.03% | 139 |
|
|
2019
Q1 | $35K | Buy |
1,010
+3
| +0.3% | +$104 | 0.03% | 133 |
|
|
2018
Q4 | $28K | Buy |
+1,007
| New | +$28K | 0.03% | 138 |
|