Manchester 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.51K | Sell |
34
-1
| -3% | -$79 | ﹤0.01% | 981 |
|
|
2025
Q4 | $2.88K | Hold |
35
| – | – | ﹤0.01% | 964 |
|
|
2025
Q3 | $2.61K | Sell |
35
-7
| -17% | -$524 | ﹤0.01% | 1041 |
|
|
2025
Q2 | $2.91K | Hold |
42
| – | – | ﹤0.01% | 957 |
|
|
2025
Q1 | $2.64K | Sell |
42
-161
| -79% | -$11.3K | ﹤0.01% | 973 |
|
|
2024
Q4 | $14.3K | Hold |
203
| – | – | ﹤0.01% | 760 |
|
|
2024
Q3 | $12.7K | Hold |
203
| – | – | ﹤0.01% | 760 |
|
|
2024
Q2 | $11.4K | Hold |
203
| – | – | ﹤0.01% | 741 |
|
|
2024
Q1 | $10.6K | Sell |
203
-1
| -0.5% | -$49 | ﹤0.01% | 627 |
|
|
2023
Q4 | $9.4K | Buy |
204
+168
| +467% | +$6.91K | ﹤0.01% | 611 |
|
|
2023
Q3 | $1.48K | Hold |
36
| – | – | ﹤0.01% | 799 |
|
|
2023
Q2 | $1.43K | Hold |
36
| – | – | ﹤0.01% | 769 |
|
|
2023
Q1 | $1.42K | Hold |
36
| – | – | ﹤0.01% | 863 |
|
|
2022
Q4 | $1.4K | Buy |
+36
| New | +$1.42K | ﹤0.01% | 758 |
|
|
2022
Q2 | – | Sell |
-32
| Closed | -$1K | – | 1120 |
|
|
2022
Q1 | $1K | Buy |
32
+6
| +23% | +$288 | ﹤0.01% | 978 |
|
|
2021
Q4 | $1K | Buy |
+26
| New | +$1.26K | ﹤0.01% | 974 |
|
|
2015
Q1 | – | Sell |
-23,794
| Closed | -$540K | – | 830 |
|
|
2014
Q4 | $540K | Buy |
23,794
+5,535
| +30% | +$117K | 0.07% | 136 |
|
|
2014
Q3 | $381K | Hold |
18,259
| – | – | 0.05% | 196 |
|
|
2014
Q2 | $384K | Buy |
18,259
+4,210
| +30% | +$86.7K | 0.05% | 203 |
|
|
2014
Q1 | $311K | Sell |
14,049
-1,017
| -7% | -$21.6K | 0.05% | 226 |
|
|
2013
Q4 | $321K | Buy |
15,066
+5,024
| +50% | +$96.4K | 0.05% | 228 |
|
|
2013
Q3 | $184K | Hold |
10,042
| – | – | 0.03% | 344 |
|
|
2013
Q2 | $159K | Buy |
+10,042
| New | +$152K | 0.03% | 358 |
|
Other funds holding SF
VPM
VCM
