Measured Wealth Private Client Group’s Stifel SF Stock Holding History

Measured Wealth Private Client Group’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$735K	Buy
2024 Q4	$682K	Buy
2024 Q3	$526K	Buy
2024 Q2	$367K	Buy
2018 Q4	–	Sell
2018 Q3	$8K	Buy