Larson Financial Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $396K | Buy |
5,356
+20
| +0.4% | +$1.59K | 0.01% | 550 |
|
|
2025
Q4 | $445K | Sell |
5,336
-1,398
| -21% | -$112K | 0.01% | 494 |
|
|
2025
Q3 | $509K | Buy |
6,734
+20
| +0.3% | +$1.5K | 0.02% | 457 |
|
|
2025
Q2 | $465K | Buy |
6,714
+70
| +1% | +$4.3K | 0.02% | 455 |
|
|
2025
Q1 | $417K | Buy |
6,644
+24
| +0.4% | +$1.69K | 0.02% | 444 |
|
|
2024
Q4 | $468K | Sell |
6,620
-1,515
| -19% | -$108K | 0.02% | 374 |
|
|
2024
Q3 | $509K | Buy |
8,135
+7,950
| +4,297% | +$454K | 0.03% | 333 |
|
|
2024
Q2 | $10.4K | Buy |
185
+2
| +1% | +$106 | ﹤0.01% | 1254 |
|
|
2024
Q1 | $9.57K | Hold |
183
| – | – | ﹤0.01% | 1056 |
|
|
2023
Q4 | $8.46K | Sell |
183
-1,610
| -90% | -$66.2K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $73.4K | Hold |
1,793
| – | – | 0.01% | 521 |
|
|
2023
Q2 | $71.3K | Buy |
1,793
+177
| +11% | +$6.9K | 0.01% | 478 |
|
|
2023
Q1 | $63.6K | Buy |
1,616
+11
| +0.7% | +$462 | 0.01% | 504 |
|
|
2022
Q4 | $62.5K | Buy |
1,605
+7
| +0.4% | +$277 | 0.01% | 482 |
|
|
2022
Q3 | $55K | Buy |
1,598
+24
| +2% | +$945 | 0.01% | 453 |
|
|
2022
Q2 | $59K | Buy |
1,574
+8
| +0.5% | +$332 | 0.01% | 337 |
|
|
2022
Q1 | $71K | Buy |
1,566
+7
| +0.4% | +$336 | 0.01% | 324 |
|
|
2021
Q4 | $73K | Buy |
1,559
+3
| +0.2% | +$146 | 0.01% | 322 |
|
|
2021
Q3 | $70K | Buy |
1,556
+5
| +0.3% | +$223 | 0.01% | 244 |
|
|
2021
Q2 | $67K | Buy |
1,551
+3
| +0.2% | +$135 | 0.02% | 230 |
|
|
2021
Q1 | $66K | Buy |
1,548
+3
| +0.2% | +$117 | 0.02% | 217 |
|
|
2020
Q4 | $52K | Buy |
1,545
+4
| +0.3% | +$119 | 0.02% | 213 |
|
|
2020
Q3 | $35K | Buy |
1,541
+4
| +0.3% | +$89 | 0.01% | 249 |
|
|
2020
Q2 | $32K | Buy |
1,537
+5
| +0.3% | +$100 | 0.02% | 235 |
|
|
2020
Q1 | $28K | Buy |
1,532
+6
| +0.4% | +$150 | 0.02% | 199 |
|
|
2019
Q4 | $41K | Buy |
1,526
+5
| +0.3% | +$131 | 0.02% | 167 |
|
|
2019
Q3 | $39K | Buy |
1,521
+4
| +0.3% | +$100 | 0.03% | 166 |
|
|
2019
Q2 | $40K | Buy |
1,517
+3
| +0.2% | +$76 | 0.03% | 139 |
|
|
2019
Q1 | $35K | Buy |
1,514
+4
| +0.3% | +$91 | 0.03% | 133 |
|
|
2018
Q4 | $28K | Buy |
+1,510
| New | +$31.3K | 0.03% | 138 |
|
Other funds holding SF
VPM
VCM
