LPL Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Buy |
65,312
+2,658
| +4% | +$276K | ﹤0.01% | 2054 |
|
|
2025
Q1 | $5.36M | Buy |
62,654
+4,712
| +8% | +$403K | ﹤0.01% | 2087 |
|
|
2024
Q4 | $6.4M | Buy |
57,942
+11,960
| +26% | +$1.32M | ﹤0.01% | 1867 |
|
|
2024
Q3 | $4.32M | Buy |
45,982
+3,499
| +8% | +$329K | ﹤0.01% | 2103 |
|
|
2024
Q2 | $3.57M | Sell |
42,483
-1,218
| -3% | -$102K | ﹤0.01% | 2104 |
|
|
2024
Q1 | $3.42M | Sell |
43,701
-3,381
| -7% | -$264K | ﹤0.01% | 2069 |
|
|
2023
Q4 | $3.26M | Buy |
47,082
+8,531
| +22% | +$590K | ﹤0.01% | 2007 |
|
|
2023
Q3 | $2.35M | Buy |
38,551
+4,781
| +14% | +$292K | ﹤0.01% | 2160 |
|
|
2023
Q2 | $2.02M | Sell |
33,770
-806
| -2% | -$48.1K | ﹤0.01% | 2240 |
|
|
2023
Q1 | $2.04M | Buy |
34,576
+5,595
| +19% | +$331K | ﹤0.01% | 2121 |
|
|
2022
Q4 | $1.69M | Buy |
28,981
+9,099
| +46% | +$531K | ﹤0.01% | 2199 |
|
|
2022
Q3 | $1.03M | Buy |
19,882
+546
| +3% | +$28.3K | ﹤0.01% | 2513 |
|
|
2022
Q2 | $1.08M | Buy |
19,336
+1,993
| +11% | +$112K | ﹤0.01% | 2517 |
|
|
2022
Q1 | $1.18M | Sell |
17,343
-186
| -1% | -$12.6K | ﹤0.01% | 2463 |
|
|
2021
Q4 | $1.23M | Buy |
17,529
+2,203
| +14% | +$155K | ﹤0.01% | 2462 |
|
|
2021
Q3 | $1.04M | Buy |
15,326
+8,473
| +124% | +$576K | ﹤0.01% | 2568 |
|
|
2021
Q2 | $444K | Sell |
6,853
-308
| -4% | -$20K | ﹤0.01% | 3256 |
|
|
2021
Q1 | $459K | Buy |
7,161
+1,410
| +25% | +$90.4K | ﹤0.01% | 3082 |
|
|
2020
Q4 | $290K | Buy |
+5,751
| New | +$290K | ﹤0.01% | 3211 |
|
|
2019
Q4 | – | Sell |
-5,705
| Closed | -$218K | – | 3387 |
|
|
2019
Q3 | $218K | Sell |
5,705
-2,851
| -33% | -$109K | ﹤0.01% | 2920 |
|
|
2019
Q2 | $337K | Buy |
8,556
+520
| +6% | +$20.5K | ﹤0.01% | 2592 |
|
|
2019
Q1 | $283K | Sell |
8,036
-729
| -8% | -$25.7K | ﹤0.01% | 2682 |
|
|
2018
Q4 | $242K | Sell |
8,765
-148
| -2% | -$4.09K | ﹤0.01% | 2634 |
|
|
2018
Q3 | $305K | Sell |
8,913
-693
| -7% | -$23.7K | ﹤0.01% | 2672 |
|
|
2018
Q2 | $335K | Buy |
9,606
+180
| +2% | +$6.28K | ﹤0.01% | 2536 |
|
|
2018
Q1 | $372K | Buy |
9,426
+1,047
| +12% | +$41.3K | ﹤0.01% | 2400 |
|
|
2017
Q4 | $333K | Sell |
8,379
-3,504
| -29% | -$139K | ﹤0.01% | 2378 |
|
|
2017
Q3 | $424K | Sell |
11,883
-2,225
| -16% | -$79.4K | ﹤0.01% | 2068 |
|
|
2017
Q2 | $432K | Sell |
14,108
-828
| -6% | -$25.4K | ﹤0.01% | 1981 |
|
|
2017
Q1 | $497K | Sell |
14,936
-24
| -0.2% | -$799 | ﹤0.01% | 1808 |
|
|
2016
Q4 | $498K | Buy |
14,960
+1,652
| +12% | +$55K | ﹤0.01% | 1756 |
|
|
2016
Q3 | $346K | Buy |
+13,308
| New | +$346K | ﹤0.01% | 2012 |
|
|
2015
Q4 | – | Sell |
-8,502
| Closed | -$245K | – | 3234 |
|
|
2015
Q3 | $245K | Sell |
8,502
-95
| -1% | -$2.74K | ﹤0.01% | 2364 |
|
|
2015
Q2 | $328K | Buy |
8,597
+144
| +2% | +$5.49K | ﹤0.01% | 2230 |
|
|
2015
Q1 | $314K | Sell |
8,453
-184
| -2% | -$6.84K | ﹤0.01% | 2213 |
|
|
2014
Q4 | $294K | Buy |
8,637
+490
| +6% | +$16.7K | ﹤0.01% | 2181 |
|
|
2014
Q3 | $247K | Sell |
8,147
-265
| -3% | -$8.03K | ﹤0.01% | 2312 |
|
|
2014
Q2 | $266K | Sell |
8,412
-950
| -10% | -$30K | ﹤0.01% | 2296 |
|
|
2014
Q1 | $311K | Sell |
9,362
-2,911
| -24% | -$96.7K | ﹤0.01% | 2101 |
|
|
2013
Q4 | $392K | Buy |
12,273
+1,563
| +15% | +$49.9K | ﹤0.01% | 1913 |
|
|
2013
Q3 | $285K | Sell |
10,710
-561
| -5% | -$14.9K | ﹤0.01% | 2046 |
|
|
2013
Q2 | $268K | Buy |
+11,271
| New | +$268K | ﹤0.01% | 1989 |
|