MAI Capital Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Buy |
206
+113
| +122% | +$11.7K | ﹤0.01% | 2175 |
|
|
2025
Q1 | $8.77K | Buy |
93
+17
| +22% | +$1.6K | ﹤0.01% | 2377 |
|
|
2024
Q4 | $8.06K | Buy |
+76
| New | +$8.06K | ﹤0.01% | 2450 |
|
|
2024
Q3 | – | Sell |
-2,827
| Closed | -$238K | – | 1184 |
|
|
2024
Q2 | $238K | Sell |
2,827
-40
| -1% | -$3.37K | ﹤0.01% | 1049 |
|
|
2024
Q1 | $224K | Buy |
+2,867
| New | +$224K | ﹤0.01% | 1054 |
|