Merit Financial 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
$597K Sell
5,754
-6,288
-52% -$653K 0.01% 1015
2025
Q1
$1.14M Buy
12,042
+10,106
+522% +$953K 0.02% 608
2024
Q4
$205K Buy
+1,936
New +$205K ﹤0.01% 1087