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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $509K | Buy |
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|
2025
Q2 | $465K | Buy |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $468K | Sell |
|
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|
2024
Q3 | $509K | Buy |
|
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|
2024
Q2 | $10.4K | Buy |
|
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|
2024
Q1 | $9.57K | Hold |
|
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|
2023
Q4 | $8.46K | Sell |
|
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|
2023
Q3 | $73.4K | Hold |
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|
2023
Q2 | $71.3K | Buy |
|
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|
2023
Q1 | $63.6K | Buy |
|
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|
2022
Q4 | $62.5K | Buy |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $59K | Buy |
|
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|
2022
Q1 | $71K | Buy |
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|
2021
Q4 | $73K | Buy |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $67K | Buy |
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|
2021
Q1 | $66K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | $35K | Buy |
|
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $28K | Buy |
|
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|
2019
Q4 | $41K | Buy |
|
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|
2019
Q3 | $39K | Buy |
|
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|
2019
Q2 | $40K | Buy |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $28K | Buy |
|