Mather Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-767
| Closed | -$72.3K | – | 1519 |
|
|
2025
Q1 | $72.3K | Buy |
767
+60
| +8% | +$5.66K | ﹤0.01% | 832 |
|
|
2024
Q4 | $75K | Buy |
707
+90
| +15% | +$9.55K | ﹤0.01% | 791 |
|
|
2024
Q3 | $57.9K | Sell |
617
-225
| -27% | -$21.1K | ﹤0.01% | 854 |
|
|
2024
Q2 | $65.8K | Hold |
842
| – | – | ﹤0.01% | 922 |
|
|
2024
Q1 | $58.2K | Buy |
+842
| New | +$58.2K | ﹤0.01% | 838 |
|