M&T Bank’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 | $669K | Sell |
9,047
-900
| -9% | -$71.5K | ﹤0.01% | 984 |
|
|
2025
Q4 | $830K | Buy |
9,947
+6,393
| +180% | +$511K | ﹤0.01% | 928 |
|
|
2025
Q3 | $269K | Sell |
3,554
-651
| -15% | -$48.7K | ﹤0.01% | 1259 |
|
|
2025
Q2 | $291K | Sell |
4,205
-4
| -0.1% | -$246 | ﹤0.01% | 1282 |
|
|
2025
Q1 | $264K | Sell |
4,209
-188
| -4% | -$13.3K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $311K | Buy |
4,397
+429
| +11% | +$30.6K | ﹤0.01% | 1367 |
|
|
2024
Q3 | $248K | Buy |
3,968
+344
| +9% | +$19.6K | ﹤0.01% | 1436 |
|
|
2024
Q2 | $203K | Sell |
3,624
-234
| -6% | -$12.4K | ﹤0.01% | 1469 |
|
|
2024
Q1 | $201K | Buy |
+3,858
| New | +$190K | ﹤0.01% | 1493 |
|
|
2018
Q1 | – | Sell |
-11,853
| Closed | -$313K | – | 1634 |
|
|
2017
Q4 | $313K | Sell |
11,853
-207
| -2% | -$5.07K | ﹤0.01% | 1223 |
|
|
2017
Q3 | $287K | Buy |
12,060
+1,845
| +18% | +$40K | ﹤0.01% | 1255 |
|
|
2017
Q2 | $209K | Buy |
10,215
+821
| +9% | +$16.9K | ﹤0.01% | 1399 |
|
|
2017
Q1 | $209K | Buy |
+9,394
| New | +$216K | ﹤0.01% | 1439 |
|
|
2016
Q2 | – | Sell |
-23,688
| Closed | -$311K | – | 1760 |
|
|
2016
Q1 | $311K | Buy |
23,688
+11,090
| +88% | +$158K | ﹤0.01% | 1253 |
|
|
2015
Q4 | $238K | Buy |
12,598
+785
| +7% | +$15.3K | ﹤0.01% | 1413 |
|
|
2015
Q3 | $221K | Sell |
11,813
-5,199
| -31% | -$118K | ﹤0.01% | 1474 |
|
|
2015
Q2 | $436K | Sell |
17,012
-327
| -2% | -$8.06K | ﹤0.01% | 1291 |
|
|
2015
Q1 | $430K | Sell |
17,339
-8,223
| -32% | -$190K | ﹤0.01% | 1268 |
|
|
2014
Q4 | $580K | Buy |
25,562
+8,606
| +51% | +$182K | ﹤0.01% | 1124 |
|
|
2014
Q3 | $354K | Buy |
+16,956
| New | +$353K | ﹤0.01% | 1448 |
|
Other funds holding SF
VPM
VCM