Meritage Portfolio Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $583K | Sell |
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|
2025
Q2 | $819K | Sell |
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|
2025
Q1 | $784K | Buy |
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|
2024
Q4 | $835K | Buy |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $501K | Sell |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $234K | Sell |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $217K | Buy |
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