MAI Capital Management’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.4K Buy
2025
Q1
$8.77K Buy
2024
Q4
$8.06K Buy
2024
Q3
Sell
2024
Q2
$238K Sell
2024
Q1
$224K Buy