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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.08M | Buy |
41,719
+187
| +0.5% | +$14.8K | 0.02% | 217 |
|
|
2025
Q4 | $3.47M | Sell |
41,532
-1,431
| -3% | -$114K | 0.03% | 205 |
|
|
2025
Q3 | $3.25M | Buy |
42,963
+15,097
| +54% | +$1.13M | 0.03% | 208 |
|
|
2025
Q2 | $1.93M | Buy |
27,866
+1,148
| +4% | +$70.5K | 0.02% | 226 |
|
|
2025
Q1 | $1.68M | Hold |
26,718
| – | – | 0.02% | 227 |
|
|
2024
Q4 | $1.89M | Sell |
26,718
-1,532
| -5% | -$109K | 0.03% | 215 |
|
|
2024
Q3 | $1.77M | Buy |
28,250
+9,681
| +52% | +$552K | 0.03% | 212 |
|
|
2024
Q2 | $1.04M | Sell |
18,569
-192
| -1% | -$10.2K | 0.02% | 266 |
|
|
2024
Q1 | $978K | Buy |
18,761
+4,194
| +29% | +$207K | 0.02% | 275 |
|
|
2023
Q4 | $672K | Buy |
14,567
+108
| +0.7% | +$4.44K | 0.01% | 288 |
|
|
2023
Q3 | $592K | Buy |
14,459
+377
| +3% | +$15.9K | 0.01% | 286 |
|
|
2023
Q2 | $560K | Sell |
14,082
-228
| -2% | -$8.89K | 0.01% | 302 |
|
|
2023
Q1 | $564K | Buy |
14,310
+2,140
| +18% | +$90K | 0.01% | 298 |
|
|
2022
Q4 | $547K | Sell |
12,170
-1,873
| -13% | -$74.1K | 0.02% | 283 |
|
|
2022
Q3 | $486K | Sell |
14,043
-11,690
| -45% | -$460K | 0.02% | 281 |
|
|
2022
Q2 | $961K | Buy |
25,733
+2,007
| +8% | +$83.3K | 0.03% | 209 |
|
|
2022
Q1 | $1.07M | Sell |
23,726
-46
| -0.2% | -$2.21K | 0.04% | 191 |
|
|
2021
Q4 | $1.12M | Sell |
23,772
-353
| -1% | -$17.1K | 0.05% | 189 |
|
|
2021
Q3 | $1.09M | Sell |
24,125
-2,263
| -9% | -$101K | 0.05% | 185 |
|
|
2021
Q2 | $1.14M | Sell |
26,388
-12,599
| -32% | -$565K | 0.05% | 185 |
|
|
2021
Q1 | $1.67M | Buy |
38,987
+15
| +0% | +$585 | 0.09% | 137 |
|
|
2020
Q4 | $1.31M | Sell |
38,972
-12
| -0% | -$356 | 0.09% | 129 |
|
|
2020
Q3 | $876K | Buy |
38,984
+131
| +0.3% | +$2.92K | 0.08% | 130 |
|
|
2020
Q2 | $819K | Buy |
38,853
+9,693
| +33% | +$195K | 0.08% | 121 |
|
|
2020
Q1 | $535K | Sell |
29,160
-815
| -3% | -$20.4K | 0.06% | 147 |
|
|
2019
Q4 | $808K | Sell |
29,975
-22
| -0.1% | -$575 | 0.07% | 134 |
|
|
2019
Q3 | $765K | Buy |
29,997
+1,424
| +5% | +$35.8K | 0.07% | 137 |
|
|
2019
Q2 | $750K | Hold |
28,573
| – | – | 0.07% | 130 |
|
|
2019
Q1 | $670K | Sell |
28,573
-9,670
| -25% | -$219K | 0.07% | 123 |
|
|
2018
Q4 | $704K | Buy |
38,243
+9,668
| +34% | +$200K | 0.08% | 116 |
|
|
2018
Q3 | $651K | Hold |
28,575
| – | – | 0.07% | 130 |
|
|
2018
Q2 | $664K | Buy |
28,575
+450
| +2% | +$11.7K | 0.07% | 148 |
|
|
2018
Q1 | $740K | Hold |
28,125
| – | – | 0.1% | 96 |
|
|
2017
Q4 | $744K | Hold |
28,125
| – | – | 0.11% | 95 |
|
|
2017
Q3 | $668K | Hold |
28,125
| – | – | 0.1% | 95 |
|
|
2017
Q2 | $575K | Sell |
28,125
-1,350
| -5% | -$27.7K | 0.09% | 110 |
|
|
2017
Q1 | $657K | Hold |
29,475
| – | – | 0.13% | 73 |
|
|
2016
Q4 | $654K | Sell |
29,475
-1,350
| -4% | -$27.1K | 0.13% | 71 |
|
|
2016
Q3 | $527K | Sell |
30,825
-1,575
| -5% | -$25.3K | 0.12% | 76 |
|
|
2016
Q2 | $453K | Hold |
32,400
| – | – | 0.1% | 113 |
|
|
2016
Q1 | $426K | Hold |
32,400
| – | – | 0.09% | 115 |
|
|
2015
Q4 | $610K | Hold |
32,400
| – | – | 0.15% | 61 |
|
|
2015
Q3 | $606K | Hold |
32,400
| – | – | 0.17% | 63 |
|
|
2015
Q2 | $831K | Hold |
32,400
| – | – | 0.25% | 49 |
|
|
2015
Q1 | $803K | Hold |
32,400
| – | – | 0.34% | 53 |
|
|
2014
Q4 | $735K | Hold |
32,400
| – | – | 0.35% | 48 |
|
|
2014
Q3 | $675K | Hold |
32,400
| – | – | 0.35% | 50 |
|
|
2014
Q2 | $682K | Hold |
32,400
| – | – | 0.37% | 49 |
|
|
2014
Q1 | $717K | Sell |
32,400
-900
| -3% | -$19.1K | 0.42% | 37 |
|
|
2013
Q4 | $709K | Buy |
33,300
+900
| +3% | +$17.3K | 0.43% | 39 |
|
|
2013
Q3 | $594K | Sell |
32,400
-1,125
| -3% | -$19.6K | 0.39% | 49 |
|
|
2013
Q2 | $531K | Buy |
+33,525
| New | +$508K | 0.37% | 54 |
|
Other funds holding SF
VPM
VCM
