Mercer Global Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
11,248
-3,000
| -21% | -$311K | ﹤0.01% | 1104 |
|
|
2025
Q1 | $1.34M | Buy |
14,248
+5,180
| +57% | +$488K | ﹤0.01% | 987 |
|
|
2024
Q4 | $962K | Sell |
9,068
-1,066
| -11% | -$113K | ﹤0.01% | 1136 |
|
|
2024
Q3 | $947K | Buy |
10,134
+18
| +0.2% | +$1.68K | ﹤0.01% | 1035 |
|
|
2024
Q2 | $851K | Buy |
10,116
+284
| +3% | +$23.9K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $769K | Sell |
9,832
-223
| -2% | -$17.4K | ﹤0.01% | 1072 |
|
|
2023
Q4 | $695K | Buy |
10,055
+789
| +9% | +$54.5K | ﹤0.01% | 1143 |
|
|
2023
Q3 | $569K | Buy |
9,266
+284
| +3% | +$17.4K | ﹤0.01% | 1189 |
|
|
2023
Q2 | $536K | Sell |
8,982
-7,056
| -44% | -$421K | ﹤0.01% | 1200 |
|
|
2023
Q1 | $948K | Sell |
16,038
-6,390
| -28% | -$378K | ﹤0.01% | 934 |
|
|
2022
Q4 | $1.31M | Sell |
22,428
-1,323
| -6% | -$77.2K | 0.01% | 811 |
|
|
2022
Q3 | $1.23M | Buy |
23,751
+863
| +4% | +$44.8K | 0.01% | 767 |
|
|
2022
Q2 | $1.28M | Sell |
22,888
-1,271
| -5% | -$71.2K | 0.01% | 748 |
|
|
2022
Q1 | $1.64M | Buy |
24,159
+2,113
| +10% | +$143K | 0.01% | 709 |
|
|
2021
Q4 | $1.55M | Sell |
22,046
-1,429
| -6% | -$101K | 0.01% | 713 |
|
|
2021
Q3 | $1.6M | Buy |
23,475
+1,283
| +6% | +$87.2K | 0.01% | 691 |
|
|
2021
Q2 | $1.44M | Buy |
22,192
+110
| +0.5% | +$7.13K | 0.01% | 695 |
|
|
2021
Q1 | $1.42M | Sell |
22,082
-1,503
| -6% | -$96.3K | 0.01% | 657 |
|
|
2020
Q4 | $1.19M | Buy |
23,585
+10,367
| +78% | +$523K | 0.01% | 557 |
|
|
2020
Q3 | $446K | Buy |
13,218
+993
| +8% | +$33.5K | 0.01% | 816 |
|
|
2020
Q2 | $387K | Buy |
12,225
+2,104
| +21% | +$66.6K | 0.01% | 768 |
|
|
2020
Q1 | $279K | Buy |
10,121
+4,766
| +89% | +$131K | 0.01% | 834 |
|
|
2019
Q4 | $217K | Buy |
+5,355
| New | +$217K | ﹤0.01% | 1047 |
|