LPL Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.54M | Sell |
74,898
-10,769
| -13% | -$855K | ﹤0.01% | 2531 |
|
|
2025
Q4 | $7.15M | Sell |
85,667
-2,326
| -3% | -$186K | ﹤0.01% | 2230 |
|
|
2025
Q3 | $6.66M | Sell |
87,993
-9,975
| -10% | -$747K | ﹤0.01% | 2229 |
|
|
2025
Q2 | $6.78M | Buy |
97,968
+3,987
| +4% | +$245K | ﹤0.01% | 2059 |
|
|
2025
Q1 | $5.36M | Buy |
93,981
+7,068
| +8% | +$498K | ﹤0.01% | 2092 |
|
|
2024
Q4 | $6.4M | Buy |
86,913
+17,940
| +26% | +$1.28M | ﹤0.01% | 1872 |
|
|
2024
Q3 | $4.32M | Buy |
68,973
+5,248
| +8% | +$299K | ﹤0.01% | 2113 |
|
|
2024
Q2 | $3.57M | Sell |
63,725
-1,827
| -3% | -$96.8K | ﹤0.01% | 2116 |
|
|
2024
Q1 | $3.42M | Sell |
65,552
-5,071
| -7% | -$250K | ﹤0.01% | 2081 |
|
|
2023
Q4 | $3.26M | Buy |
70,623
+12,796
| +22% | +$526K | ﹤0.01% | 2018 |
|
|
2023
Q3 | $2.35M | Buy |
57,827
+7,172
| +14% | +$302K | ﹤0.01% | 2167 |
|
|
2023
Q2 | $2.02M | Sell |
50,655
-1,209
| -2% | -$47.2K | ﹤0.01% | 2248 |
|
|
2023
Q1 | $2.04M | Buy |
51,864
+8,392
| +19% | +$353K | ﹤0.01% | 2124 |
|
|
2022
Q4 | $1.69M | Buy |
43,472
+13,649
| +46% | +$540K | ﹤0.01% | 2202 |
|
|
2022
Q3 | $1.03M | Buy |
29,823
+819
| +3% | +$32.2K | ﹤0.01% | 2517 |
|
|
2022
Q2 | $1.08M | Buy |
29,004
+2,989
| +11% | +$124K | ﹤0.01% | 2523 |
|
|
2022
Q1 | $1.18M | Sell |
26,015
-279
| -1% | -$13.4K | ﹤0.01% | 2469 |
|
|
2021
Q4 | $1.23M | Buy |
26,294
+3,305
| +14% | +$160K | ﹤0.01% | 2471 |
|
|
2021
Q3 | $1.04M | Buy |
22,989
+12,709
| +124% | +$567K | ﹤0.01% | 2580 |
|
|
2021
Q2 | $444K | Sell |
10,280
-462
| -4% | -$20.7K | ﹤0.01% | 3267 |
|
|
2021
Q1 | $459K | Buy |
10,742
+2,115
| +25% | +$82.4K | ﹤0.01% | 3093 |
|
|
2020
Q4 | $290K | Buy |
+8,627
| New | +$256K | ﹤0.01% | 3223 |
|
|
2019
Q4 | – | Sell |
-8,557
| Closed | -$218K | – | 3407 |
|
|
2019
Q3 | $218K | Sell |
8,557
-4,277
| -33% | -$107K | ﹤0.01% | 2926 |
|
|
2019
Q2 | $337K | Buy |
12,834
+781
| +6% | +$19.9K | ﹤0.01% | 2602 |
|
|
2019
Q1 | $283K | Sell |
12,053
-1,094
| -8% | -$24.8K | ﹤0.01% | 2696 |
|
|
2018
Q4 | $242K | Sell |
13,147
-223
| -2% | -$4.62K | ﹤0.01% | 2650 |
|
|
2018
Q3 | $305K | Sell |
13,370
-1,039
| -7% | -$25K | ﹤0.01% | 2684 |
|
|
2018
Q2 | $335K | Buy |
14,409
+270
| +2% | +$7.02K | ﹤0.01% | 2553 |
|
|
2018
Q1 | $372K | Buy |
14,139
+1,570
| +12% | +$44.5K | ﹤0.01% | 2417 |
|
|
2017
Q4 | $333K | Sell |
12,569
-5,256
| -29% | -$129K | ﹤0.01% | 2396 |
|
|
2017
Q3 | $424K | Sell |
17,825
-3,336
| -16% | -$72.3K | ﹤0.01% | 2077 |
|
|
2017
Q2 | $432K | Sell |
21,161
-1,242
| -6% | -$25.5K | ﹤0.01% | 1986 |
|
|
2017
Q1 | $497K | Sell |
22,403
-36
| -0.2% | -$829 | ﹤0.01% | 1808 |
|
|
2016
Q4 | $498K | Buy |
22,439
+2,477
| +12% | +$49.7K | ﹤0.01% | 1756 |
|
|
2016
Q3 | $346K | Buy |
+19,962
| New | +$321K | ﹤0.01% | 2014 |
|
|
2015
Q4 | – | Sell |
-12,753
| Closed | -$245K | – | 3234 |
|
|
2015
Q3 | $245K | Sell |
12,753
-142
| -1% | -$3.21K | ﹤0.01% | 2364 |
|
|
2015
Q2 | $328K | Buy |
12,895
+216
| +2% | +$5.32K | ﹤0.01% | 2230 |
|
|
2015
Q1 | $314K | Sell |
12,679
-277
| -2% | -$6.4K | ﹤0.01% | 2213 |
|
|
2014
Q4 | $294K | Buy |
12,956
+736
| +6% | +$15.6K | ﹤0.01% | 2181 |
|
|
2014
Q3 | $247K | Sell |
12,220
-398
| -3% | -$8.29K | ﹤0.01% | 2312 |
|
|
2014
Q2 | $266K | Sell |
12,618
-1,424
| -10% | -$29.3K | ﹤0.01% | 2296 |
|
|
2014
Q1 | $311K | Sell |
14,042
-4,368
| -24% | -$92.7K | ﹤0.01% | 2101 |
|
|
2013
Q4 | $392K | Buy |
18,410
+2,345
| +15% | +$45K | ﹤0.01% | 1913 |
|
|
2013
Q3 | $285K | Sell |
16,065
-842
| -5% | -$14.7K | ﹤0.01% | 2046 |
|
|
2013
Q2 | $268K | Buy |
+16,907
| New | +$256K | ﹤0.01% | 1989 |
|
Other funds holding SF
VPM
VCM
