Manchester 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 | $2.91K | Hold |
28
| – | – | ﹤0.01% | 956 |
|
|
2025
Q1 | $2.64K | Sell |
28
-107
| -79% | -$10.1K | ﹤0.01% | 973 |
|
|
2024
Q4 | $14.3K | Hold |
135
| – | – | ﹤0.01% | 760 |
|
|
2024
Q3 | $12.7K | Hold |
135
| – | – | ﹤0.01% | 759 |
|
|
2024
Q2 | $11.4K | Hold |
135
| – | – | ﹤0.01% | 740 |
|
|
2024
Q1 | $10.6K | Sell |
135
-1
| -0.7% | -$78 | ﹤0.01% | 626 |
|
|
2023
Q4 | $9.41K | Buy |
136
+112
| +467% | +$7.75K | ﹤0.01% | 609 |
|
|
2023
Q3 | $1.48K | Hold |
24
| – | – | ﹤0.01% | 798 |
|
|
2023
Q2 | $1.43K | Hold |
24
| – | – | ﹤0.01% | 768 |
|
|
2023
Q1 | $1.42K | Hold |
24
| – | – | ﹤0.01% | 863 |
|
|
2022
Q4 | $1.4K | Buy |
+24
| New | +$1.4K | ﹤0.01% | 757 |
|
|
2022
Q2 | – | Sell |
-21
| Closed | -$1K | – | 1118 |
|
|
2022
Q1 | $1K | Buy |
21
+4
| +24% | +$190 | ﹤0.01% | 978 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 974 |
|
|
2015
Q1 | – | Sell |
-15,863
| Closed | -$540K | – | 830 |
|
|
2014
Q4 | $540K | Buy |
15,863
+3,690
| +30% | +$126K | 0.07% | 136 |
|
|
2014
Q3 | $381K | Hold |
12,173
| – | – | 0.05% | 196 |
|
|
2014
Q2 | $384K | Buy |
12,173
+2,807
| +30% | +$88.5K | 0.05% | 203 |
|
|
2014
Q1 | $311K | Sell |
9,366
-678
| -7% | -$22.5K | 0.05% | 226 |
|
|
2013
Q4 | $321K | Buy |
10,044
+3,349
| +50% | +$107K | 0.05% | 228 |
|
|
2013
Q3 | $184K | Hold |
6,695
| – | – | 0.03% | 344 |
|
|
2013
Q2 | $159K | Buy |
+6,695
| New | +$159K | 0.03% | 358 |
|