LGT Financial Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52
| Closed | -$5.52K | – | 651 |
|
|
2024
Q4 | $5.52K | Hold |
52
| – | – | 0.01% | 531 |
|
|
2024
Q3 | $4.88K | Hold |
52
| – | – | 0.01% | 538 |
|
|
2024
Q2 | $4.38K | Hold |
52
| – | – | 0.01% | 620 |
|
|
2024
Q1 | $4.07K | Hold |
52
| – | – | ﹤0.01% | 652 |
|
|
2023
Q4 | $3.6K | Hold |
52
| – | – | ﹤0.01% | 691 |
|
|
2023
Q3 | $3.2K | Buy |
+52
| New | +$3.2K | ﹤0.01% | 710 |
|