Mackenzie 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 | – | Sell |
-11,326
| Closed | -$1.07M | – | 1772 |
|
|
2025
Q1 | $1.07M | Sell |
11,326
-1,361
| -11% | -$128K | ﹤0.01% | 958 |
|
|
2024
Q4 | $1.35M | Buy |
+12,687
| New | +$1.35M | ﹤0.01% | 872 |
|
|
2024
Q3 | – | Sell |
-23,176
| Closed | -$1.95M | – | 1665 |
|
|
2024
Q2 | $1.95M | Buy |
+23,176
| New | +$1.95M | ﹤0.01% | 734 |
|
|
2023
Q2 | – | Sell |
-9,256
| Closed | -$547K | – | 1628 |
|
|
2023
Q1 | $547K | Buy |
+9,256
| New | +$547K | ﹤0.01% | 999 |
|