MassMutual Private Wealth & Trust’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $46.2K | Sell |
662
-54
| -8% | -$4.03K | ﹤0.01% | 802 |
|
|
2026
Q1 | $52.9K | Buy |
716
+17
| +2% | +$1.35K | ﹤0.01% | 749 |
|
|
2025
Q4 | $58.4K | Hold |
699
| – | – | ﹤0.01% | 744 |
|
|
2025
Q3 | $52.9K | Hold |
699
| – | – | ﹤0.01% | 785 |
|
|
2025
Q2 | $48.4K | Buy |
699
+202
| +41% | +$12.4K | ﹤0.01% | 794 |
|
|
2025
Q1 | $31.2K | Buy |
497
+275
| +124% | +$19.4K | ﹤0.01% | 869 |
|
|
2024
Q4 | $15.7K | Buy |
222
+64
| +41% | +$4.57K | ﹤0.01% | 1102 |
|
|
2024
Q3 | $9.86K | Sell |
158
-108
| -41% | -$6.16K | ﹤0.01% | 1139 |
|
|
2024
Q2 | $14.9K | Buy |
266
+108
| +68% | +$5.72K | ﹤0.01% | 943 |
|
|
2024
Q1 | $8.21K | Sell |
158
-72
| -31% | -$3.54K | ﹤0.01% | 1097 |
|
|
2023
Q4 | $10.6K | Buy |
230
+48
| +26% | +$1.97K | ﹤0.01% | 995 |
|
|
2023
Q3 | $7.43K | Buy |
182
+65
| +56% | +$2.74K | ﹤0.01% | 1117 |
|
|
2023
Q2 | $4.65K | Buy |
117
+76
| +185% | +$2.96K | ﹤0.01% | 1233 |
|
|
2023
Q1 | $1.59K | Buy |
41
+14
| +52% | +$588 | ﹤0.01% | 1478 |
|
|
2022
Q4 | $1K | Sell |
27
-62
| -70% | -$2.45K | ﹤0.01% | 1536 |
|
|
2022
Q3 | $3K | Buy |
89
+33
| +59% | +$1.3K | ﹤0.01% | 1132 |
|
|
2022
Q2 | $2K | Buy |
56
+41
| +273% | +$1.7K | ﹤0.01% | 1195 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$720 | ﹤0.01% | 1411 |
|
|
2019
Q1 | – | Sell |
-230
| Closed | -$4.22K | – | 971 |
|
|
2018
Q4 | $4.22K | Buy |
230
+72
| +46% | +$1.49K | ﹤0.01% | 692 |
|
|
2018
Q3 | $3.59K | Hold |
158
| – | – | ﹤0.01% | 763 |
|
|
2018
Q2 | $3.66K | Hold |
158
| – | – | ﹤0.01% | 785 |
|
|
2018
Q1 | $4.15K | Buy |
158
+77
| +95% | +$2.18K | ﹤0.01% | 739 |
|
|
2017
Q4 | $2.14K | Buy |
+81
| New | +$1.98K | ﹤0.01% | 759 |
|
Other funds holding SF
AAMU
YIH
DC
WCM
GI
ERIC
BONH
TIAM