MML Investors Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
31,970
+1,968
| +7% | +$204K | 0.01% | 983 |
|
|
2025
Q1 | $2.83M | Buy |
30,002
+1,345
| +5% | +$127K | 0.01% | 1002 |
|
|
2024
Q4 | $3.04M | Buy |
28,657
+136
| +0.5% | +$14.4K | 0.01% | 919 |
|
|
2024
Q3 | $2.68M | Buy |
28,521
+820
| +3% | +$77K | 0.01% | 946 |
|
|
2024
Q2 | $2.33M | Sell |
27,701
-1,500
| -5% | -$126K | 0.01% | 970 |
|
|
2024
Q1 | $2.28M | Buy |
29,201
+432
| +2% | +$33.8K | 0.01% | 995 |
|
|
2023
Q4 | $1.99M | Sell |
28,769
-2,535
| -8% | -$175K | 0.01% | 998 |
|
|
2023
Q3 | $1.92M | Buy |
31,304
+1,754
| +6% | +$108K | 0.01% | 919 |
|
|
2023
Q2 | $1.76M | Buy |
29,550
+5,829
| +25% | +$348K | 0.01% | 963 |
|
|
2023
Q1 | $1.4M | Sell |
23,721
-1,624
| -6% | -$96K | 0.01% | 920 |
|
|
2022
Q4 | $1.48M | Buy |
25,345
+1,266
| +5% | +$73.9K | 0.01% | 955 |
|
|
2022
Q3 | $1.25M | Buy |
24,079
+2,573
| +12% | +$134K | 0.01% | 950 |
|
|
2022
Q2 | $1.21M | Buy |
21,506
+1,565
| +8% | +$87.7K | 0.01% | 960 |
|
|
2022
Q1 | $1.35M | Buy |
19,941
+1,378
| +7% | +$93.6K | 0.01% | 956 |
|
|
2021
Q4 | $1.31M | Buy |
18,563
+424
| +2% | +$29.9K | 0.01% | 951 |
|
|
2021
Q3 | $1.23M | Buy |
18,139
+1,677
| +10% | +$114K | 0.01% | 935 |
|
|
2021
Q2 | $1.07M | Buy |
16,462
+206
| +1% | +$13.4K | 0.01% | 969 |
|
|
2021
Q1 | $1.04M | Buy |
16,256
+663
| +4% | +$42.5K | 0.01% | 907 |
|
|
2020
Q4 | $787K | Sell |
15,593
-1,236
| -7% | -$62.4K | 0.01% | 938 |
|
|
2020
Q3 | $567K | Buy |
16,829
+2,385
| +17% | +$80.4K | 0.01% | 982 |
|
|
2020
Q2 | $457K | Buy |
14,444
+1,982
| +16% | +$62.7K | 0.01% | 1030 |
|
|
2020
Q1 | $343K | Buy |
12,462
+1,266
| +11% | +$34.8K | 0.01% | 1031 |
|
|
2019
Q4 | $453K | Buy |
11,196
+1,627
| +17% | +$65.8K | 0.01% | 1047 |
|
|
2019
Q3 | $366K | Buy |
9,569
+749
| +8% | +$28.6K | 0.01% | 1078 |
|
|
2019
Q2 | $347K | Buy |
8,820
+631
| +8% | +$24.8K | 0.01% | 1205 |
|
|
2019
Q1 | $288K | Buy |
8,189
+110
| +1% | +$3.87K | ﹤0.01% | 1289 |
|
|
2018
Q4 | $223K | Buy |
8,079
+1,015
| +14% | +$28K | ﹤0.01% | 1315 |
|
|
2018
Q3 | $241K | Buy |
+7,064
| New | +$241K | ﹤0.01% | 1397 |
|
|
2018
Q1 | – | Sell |
-5,430
| Closed | -$216K | – | 1448 |
|
|
2017
Q4 | $216K | Buy |
+5,430
| New | +$216K | ﹤0.01% | 1272 |
|