Moneta Group Investment Advisors’s Stifel SF Stock Holding History

Moneta Group Investment Advisors’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Buy	18,577 +765	+4%	+$79.4K	0.02%	226
2025 Q1	$1.68M	Hold	17,812	–	–	0.02%	227
2024 Q4	$1.89M	Sell	17,812 -1,021	-5%	-$108K	0.03%	215
2024 Q3	$1.77M	Buy	18,833 +6,454	+52%	+$606K	0.03%	212
2024 Q2	$1.04M	Sell	12,379 -128	-1%	-$10.8K	0.02%	266
2024 Q1	$978K	Buy	12,507 +2,796	+29%	+$219K	0.02%	275
2023 Q4	$672K	Buy	9,711 +72	+0.7%	+$4.98K	0.01%	288
2023 Q3	$592K	Buy	9,639 +251	+3%	+$15.4K	0.01%	286
2023 Q2	$560K	Sell	9,388 -152	-2%	-$9.07K	0.01%	302
2023 Q1	$564K	Buy	9,540 +1,427	+18%	+$84.3K	0.01%	298
2022 Q4	$547K	Sell	8,113 -1,249	-13%	-$84.2K	0.02%	283
2022 Q3	$486K	Sell	9,362 -7,793	-45%	-$405K	0.02%	281
2022 Q2	$961K	Buy	17,155 +1,338	+8%	+$75K	0.03%	209
2022 Q1	$1.07M	Sell	15,817 -31	-0.2%	-$2.11K	0.04%	191
2021 Q4	$1.12M	Sell	15,848 -235	-1%	-$16.5K	0.05%	189
2021 Q3	$1.09M	Sell	16,083 -1,509	-9%	-$103K	0.05%	185
2021 Q2	$1.14M	Sell	17,592 -8,399	-32%	-$545K	0.05%	185
2021 Q1	$1.67M	Buy	25,991 +10	+0%	+$641	0.09%	137
2020 Q4	$1.31M	Sell	25,981 -8	-0%	-$404	0.09%	129
2020 Q3	$876K	Buy	25,989 +87	+0.3%	+$2.93K	0.08%	130
2020 Q2	$819K	Buy	25,902 +6,462	+33%	+$204K	0.08%	121
2020 Q1	$535K	Sell	19,440 -543	-3%	-$14.9K	0.06%	147
2019 Q4	$808K	Sell	19,983 -15	-0.1%	-$607	0.07%	134
2019 Q3	$765K	Buy	19,998 +949	+5%	+$36.3K	0.07%	137
2019 Q2	$750K	Hold	19,049	–	–	0.07%	130
2019 Q1	$670K	Sell	19,049 -6,447	-25%	-$227K	0.07%	123
2018 Q4	$704K	Buy	25,496 +6,446	+34%	+$178K	0.08%	116
2018 Q3	$651K	Hold	19,050	–	–	0.07%	130
2018 Q2	$664K	Buy	19,050 +300	+2%	+$10.5K	0.07%	148
2018 Q1	$740K	Hold	18,750	–	–	0.1%	93
2017 Q4	$744K	Hold	18,750	–	–	0.11%	92
2017 Q3	$668K	Hold	18,750	–	–	0.1%	95
2017 Q2	$575K	Sell	18,750 -900	-5%	-$27.6K	0.09%	110
2017 Q1	$657K	Hold	19,650	–	–	0.13%	73
2016 Q4	$654K	Sell	19,650 -900	-4%	-$30K	0.13%	71
2016 Q3	$527K	Sell	20,550 -1,050	-5%	-$26.9K	0.12%	76
2016 Q2	$453K	Hold	21,600	–	–	0.1%	113
2016 Q1	$426K	Hold	21,600	–	–	0.09%	115
2015 Q4	$610K	Hold	21,600	–	–	0.15%	61
2015 Q3	$606K	Hold	21,600	–	–	0.17%	63
2015 Q2	$831K	Hold	21,600	–	–	0.25%	49
2015 Q1	$803K	Hold	21,600	–	–	0.34%	53
2014 Q4	$735K	Hold	21,600	–	–	0.35%	48
2014 Q3	$675K	Hold	21,600	–	–	0.35%	50
2014 Q2	$682K	Hold	21,600	–	–	0.37%	49
2014 Q1	$717K	Sell	21,600 -600	-3%	-$19.9K	0.42%	37
2013 Q4	$709K	Buy	22,200 +600	+3%	+$19.2K	0.43%	39
2013 Q3	$594K	Sell	21,600 -750	-3%	-$20.6K	0.39%	49
2013 Q2	$531K	Buy	+22,350	New	+$531K	0.37%	54