Legacy Capital Wealth 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	$406K	Buy	3,911 +51	+1%	+$5.29K	0.09%	244
2025 Q1	$364K	Sell	3,860 -76	-2%	-$7.17K	0.09%	247
2024 Q4	$418K	Buy	3,936 +190	+5%	+$20.2K	0.1%	207
2024 Q3	$352K	Buy	3,746 +37	+1%	+$3.47K	0.07%	252
2024 Q2	$312K	Buy	+3,709	New	+$312K	0.08%	237