Moody Aldrich Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
2,124
-32
| -1% | -$3.32K | 0.04% | 170 |
|
|
2025
Q1 | $203K | Sell |
2,156
-3,937
| -65% | -$371K | 0.04% | 165 |
|
|
2024
Q4 | $646K | Sell |
6,093
-27
| -0.4% | -$2.86K | 0.12% | 121 |
|
|
2024
Q3 | $575K | Sell |
6,120
-5
| -0.1% | -$470 | 0.1% | 119 |
|
|
2024
Q2 | $515K | Sell |
6,125
-4
| -0.1% | -$337 | 0.1% | 129 |
|
|
2024
Q1 | $479K | Sell |
6,129
-32
| -0.5% | -$2.5K | 0.08% | 142 |
|
|
2023
Q4 | $426K | Sell |
6,161
-17
| -0.3% | -$1.18K | 0.08% | 143 |
|
|
2023
Q3 | $380K | Sell |
6,178
-137
| -2% | -$8.42K | 0.07% | 145 |
|
|
2023
Q2 | $377K | Sell |
6,315
-316
| -5% | -$18.9K | 0.07% | 122 |
|
|
2023
Q1 | $392K | Sell |
6,631
-12
| -0.2% | -$709 | 0.08% | 129 |
|
|
2022
Q4 | $388K | Sell |
6,643
-80
| -1% | -$4.67K | 0.08% | 130 |
|
|
2022
Q3 | $349K | Sell |
6,723
-8
| -0.1% | -$415 | 0.07% | 133 |
|
|
2022
Q2 | $377K | Sell |
6,731
-66
| -1% | -$3.7K | 0.07% | 119 |
|
|
2022
Q1 | $462K | Sell |
6,797
-1,336
| -16% | -$90.8K | 0.07% | 116 |
|
|
2021
Q4 | $573K | Sell |
8,133
-104
| -1% | -$7.33K | 0.08% | 121 |
|
|
2021
Q3 | $560K | Sell |
8,237
-7
| -0.1% | -$476 | 0.07% | 131 |
|
|
2021
Q2 | $535K | Sell |
8,244
-293,126
| -97% | -$19M | 0.08% | 129 |
|
|
2021
Q1 | $19.3M | Buy |
301,370
+6,666
| +2% | +$427K | 2.78% | 1 |
|
|
2020
Q4 | $14.9M | Sell |
294,704
-66,034
| -18% | -$3.33M | 2.4% | 1 |
|
|
2020
Q3 | $12.2M | Buy |
360,738
+4,924
| +1% | +$166K | 2.54% | 1 |
|
|
2020
Q2 | $11.3M | Buy |
+355,814
| New | +$11.3M | 2.39% | 2 |
|
|
2019
Q4 | – | Sell |
-121,245
| Closed | -$4.64M | – | 165 |
|
|
2019
Q3 | $4.64M | Buy |
121,245
+39,555
| +48% | +$1.51M | 1.23% | 31 |
|
|
2019
Q2 | $3.22M | Buy |
81,690
+2,094
| +3% | +$82.4K | 0.82% | 53 |
|
|
2019
Q1 | $2.8M | Buy |
79,596
+8,478
| +12% | +$298K | 0.79% | 55 |
|
|
2018
Q4 | $1.96M | Sell |
71,118
-1,938
| -3% | -$53.5K | 0.64% | 63 |
|
|
2018
Q3 | $2.5M | Sell |
73,056
-24,920
| -25% | -$852K | 0.72% | 68 |
|
|
2018
Q2 | $3.41M | Buy |
97,976
+52,782
| +117% | +$1.84M | 1.21% | 34 |
|
|
2018
Q1 | $1.79M | Buy |
45,194
+20,763
| +85% | +$820K | 1.15% | 43 |
|
|
2017
Q4 | $970K | Buy |
24,431
+5,102
| +26% | +$203K | 0.79% | 62 |
|
|
2017
Q3 | $689K | Buy |
19,329
+256
| +1% | +$9.13K | 0.71% | 69 |
|
|
2017
Q2 | $585K | Sell |
19,073
-5,167
| -21% | -$158K | 0.73% | 67 |
|
|
2017
Q1 | $811K | Sell |
24,240
-57,030
| -70% | -$1.91M | 1.39% | 21 |
|
|
2016
Q4 | $2.71M | Buy |
81,270
+54,045
| +199% | +$1.8M | 1.74% | 13 |
|
|
2016
Q3 | $698K | Buy |
+27,225
| New | +$698K | 0.49% | 86 |
|