Lindbrook Capital’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $116K | Buy |
1,234
+843
| +216% | +$79.5K | 0.01% | 619 |
|
|
2024
Q4 | $41.5K | Buy |
391
+2
| +0.5% | +$212 | ﹤0.01% | 895 |
|
|
2024
Q3 | $36.5K | Buy |
389
+3
| +0.8% | +$282 | ﹤0.01% | 963 |
|
|
2024
Q2 | $32.5K | Sell |
386
-22
| -5% | -$1.85K | ﹤0.01% | 981 |
|
|
2024
Q1 | $31.9K | Buy |
408
+24
| +6% | +$1.88K | ﹤0.01% | 982 |
|
|
2023
Q4 | $26.6K | Sell |
384
-31
| -7% | -$2.14K | ﹤0.01% | 1033 |
|
|
2023
Q3 | $25.5K | Buy |
415
+40
| +11% | +$2.46K | ﹤0.01% | 953 |
|
|
2023
Q2 | $22.4K | Sell |
375
-11
| -3% | -$656 | ﹤0.01% | 1028 |
|
|
2023
Q1 | $22.8K | Buy |
386
+6
| +2% | +$355 | ﹤0.01% | 1004 |
|
|
2022
Q4 | $22.2K | Buy |
380
+49
| +15% | +$2.86K | ﹤0.01% | 1005 |
|
|
2022
Q3 | $17K | Sell |
331
-31
| -9% | -$1.59K | ﹤0.01% | 1077 |
|
|
2022
Q2 | $20K | Sell |
362
-50
| -12% | -$2.76K | ﹤0.01% | 969 |
|
|
2022
Q1 | $28K | Buy |
412
+61
| +17% | +$4.15K | ﹤0.01% | 877 |
|
|
2021
Q4 | $25K | Hold |
351
| – | – | ﹤0.01% | 946 |
|
|
2021
Q3 | $24K | Hold |
351
| – | – | 0.01% | 687 |
|
|
2021
Q2 | $23K | Hold |
351
| – | – | 0.01% | 736 |
|
|
2021
Q1 | $22K | Buy |
351
+10
| +3% | +$627 | 0.01% | 722 |
|
|
2020
Q4 | $17K | Sell |
341
-1
| -0.3% | -$50 | ﹤0.01% | 738 |
|
|
2020
Q3 | $12K | Hold |
342
| – | – | ﹤0.01% | 781 |
|
|
2020
Q2 | $11K | Buy |
342
+22
| +7% | +$708 | ﹤0.01% | 812 |
|
|
2020
Q1 | $9K | Hold |
320
| – | – | ﹤0.01% | 796 |
|
|
2019
Q4 | $13K | Hold |
320
| – | – | ﹤0.01% | 863 |
|
|
2019
Q3 | $12K | Hold |
320
| – | – | ﹤0.01% | 850 |
|
|
2019
Q2 | $12K | Hold |
320
| – | – | ﹤0.01% | 844 |
|
|
2019
Q1 | $11K | Hold |
320
| – | – | ﹤0.01% | 869 |
|
|
2018
Q4 | $8K | Buy |
+320
| New | +$8K | ﹤0.01% | 891 |
|