Montag & Associates’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 | $60.7K | Hold |
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|
2025
Q1 | $55.1K | Hold |
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|
2024
Q4 | $62.1K | Hold |
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|
2024
Q3 | $54.9K | Hold |
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|
2024
Q2 | $49.2K | Hold |
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|
2024
Q1 | $45.7K | Sell |
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|
2023
Q4 | $52.5K | Buy |
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|
2023
Q3 | $10.7K | Hold |
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|
2023
Q2 | $10.4K | Hold |
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|
2023
Q1 | $10.3K | Hold |
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|
2022
Q4 | $10.2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $378K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4.86M | Buy |
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|
2016
Q1 | $940K | Buy |
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