Moody Aldrich Partners’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 | $229K | Sell |
3,094
-71
| -2% | -$5.64K | 0.04% | 183 |
|
|
2025
Q4 | $264K | Sell |
3,165
-9
| -0.3% | -$719 | 0.05% | 167 |
|
|
2025
Q3 | $240K | Sell |
3,174
-12
| -0.4% | -$898 | 0.05% | 168 |
|
|
2025
Q2 | $220K | Sell |
3,186
-48
| -1% | -$2.95K | 0.04% | 170 |
|
|
2025
Q1 | $203K | Sell |
3,234
-5,906
| -65% | -$416K | 0.04% | 165 |
|
|
2024
Q4 | $646K | Sell |
9,140
-40
| -0.4% | -$2.86K | 0.12% | 121 |
|
|
2024
Q3 | $575K | Sell |
9,180
-8
| -0.1% | -$456 | 0.1% | 119 |
|
|
2024
Q2 | $515K | Sell |
9,188
-6
| -0.1% | -$318 | 0.1% | 129 |
|
|
2024
Q1 | $479K | Sell |
9,194
-48
| -0.5% | -$2.36K | 0.08% | 142 |
|
|
2023
Q4 | $426K | Sell |
9,242
-25
| -0.3% | -$1.03K | 0.08% | 143 |
|
|
2023
Q3 | $380K | Sell |
9,267
-206
| -2% | -$8.68K | 0.07% | 145 |
|
|
2023
Q2 | $377K | Sell |
9,473
-474
| -5% | -$18.5K | 0.07% | 122 |
|
|
2023
Q1 | $392K | Sell |
9,947
-18
| -0.2% | -$757 | 0.08% | 129 |
|
|
2022
Q4 | $388K | Sell |
9,965
-120
| -1% | -$4.75K | 0.08% | 130 |
|
|
2022
Q3 | $349K | Sell |
10,085
-12
| -0.1% | -$472 | 0.07% | 133 |
|
|
2022
Q2 | $377K | Sell |
10,097
-99
| -1% | -$4.11K | 0.07% | 119 |
|
|
2022
Q1 | $462K | Sell |
10,196
-2,004
| -16% | -$96.2K | 0.07% | 116 |
|
|
2021
Q4 | $573K | Sell |
12,200
-156
| -1% | -$7.58K | 0.08% | 121 |
|
|
2021
Q3 | $560K | Sell |
12,356
-10
| -0.1% | -$446 | 0.07% | 131 |
|
|
2021
Q2 | $535K | Sell |
12,366
-439,689
| -97% | -$19.7M | 0.08% | 129 |
|
|
2021
Q1 | $19.3M | Buy |
452,055
+9,999
| +2% | +$390K | 2.78% | 1 |
|
|
2020
Q4 | $14.9M | Sell |
442,056
-99,051
| -18% | -$2.94M | 2.4% | 1 |
|
|
2020
Q3 | $12.2M | Buy |
541,107
+7,387
| +1% | +$165K | 2.54% | 1 |
|
|
2020
Q2 | $11.3M | Buy |
+533,720
| New | +$10.7M | 2.39% | 2 |
|
|
2019
Q4 | – | Sell |
-181,868
| Closed | -$4.64M | – | 165 |
|
|
2019
Q3 | $4.64M | Buy |
181,868
+59,333
| +48% | +$1.49M | 1.23% | 31 |
|
|
2019
Q2 | $3.22M | Buy |
122,535
+3,141
| +3% | +$80K | 0.82% | 53 |
|
|
2019
Q1 | $2.8M | Buy |
119,394
+12,717
| +12% | +$288K | 0.79% | 55 |
|
|
2018
Q4 | $1.96M | Sell |
106,677
-2,907
| -3% | -$60.2K | 0.64% | 63 |
|
|
2018
Q3 | $2.5M | Sell |
109,584
-37,379
| -25% | -$900K | 0.72% | 68 |
|
|
2018
Q2 | $3.41M | Buy |
146,963
+79,173
| +117% | +$2.06M | 1.21% | 34 |
|
|
2018
Q1 | $1.78M | Buy |
67,790
+31,144
| +85% | +$882K | 1.15% | 43 |
|
|
2017
Q4 | $970K | Buy |
36,646
+7,652
| +26% | +$187K | 0.79% | 62 |
|
|
2017
Q3 | $689K | Buy |
28,994
+385
| +1% | +$8.34K | 0.71% | 69 |
|
|
2017
Q2 | $585K | Sell |
28,609
-7,751
| -21% | -$159K | 0.73% | 67 |
|
|
2017
Q1 | $811K | Sell |
36,360
-85,545
| -70% | -$1.97M | 1.39% | 21 |
|
|
2016
Q4 | $2.71M | Buy |
121,905
+81,068
| +199% | +$1.63M | 1.74% | 13 |
|
|
2016
Q3 | $698K | Buy |
+40,837
| New | +$656K | 0.49% | 86 |
|
Other funds holding SF
VPM
VCM
