Moneta Group Investment Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.68M | Hold |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $978K | Buy |
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|
2023
Q4 | $672K | Buy |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $547K | Sell |
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|
2022
Q3 | $486K | Sell |
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|
2022
Q2 | $961K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $876K | Buy |
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|
2020
Q2 | $819K | Buy |
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|
2020
Q1 | $535K | Sell |
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|
2019
Q4 | $808K | Sell |
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|
2019
Q3 | $765K | Buy |
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|
2019
Q2 | $750K | Hold |
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|
2019
Q1 | $670K | Sell |
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|
2018
Q4 | $704K | Buy |
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|
2018
Q3 | $651K | Hold |
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|
2018
Q2 | $664K | Buy |
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|
2018
Q1 | $740K | Hold |
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|
2017
Q4 | $744K | Hold |
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|
2017
Q3 | $668K | Hold |
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|
2017
Q2 | $575K | Sell |
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|
2017
Q1 | $657K | Hold |
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|
2016
Q4 | $654K | Sell |
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|
2016
Q3 | $527K | Sell |
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|
2016
Q2 | $453K | Hold |
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|
2016
Q1 | $426K | Hold |
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|
2015
Q4 | $610K | Hold |
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|
2015
Q3 | $606K | Hold |
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|
2015
Q2 | $831K | Hold |
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|
2015
Q1 | $803K | Hold |
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|
2014
Q4 | $735K | Hold |
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|
2014
Q3 | $675K | Hold |
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|
2014
Q2 | $682K | Hold |
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|
2014
Q1 | $717K | Sell |
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|
2013
Q4 | $709K | Buy |
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|
2013
Q3 | $594K | Sell |
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|
2013
Q2 | $531K | Buy |
|