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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Sell |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $462K | Sell |
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|
2021
Q4 | $573K | Sell |
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|
2021
Q3 | $560K | Sell |
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|
2021
Q2 | $535K | Sell |
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|
2021
Q1 | $19.3M | Buy |
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|
2020
Q4 | $14.9M | Sell |
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|
2020
Q3 | $12.2M | Buy |
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|
2020
Q2 | $11.3M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4.64M | Buy |
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|
2019
Q2 | $3.22M | Buy |
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|
2019
Q1 | $2.8M | Buy |
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|
2018
Q4 | $1.96M | Sell |
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|
2018
Q3 | $2.5M | Sell |
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|
2018
Q2 | $3.41M | Buy |
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|
2018
Q1 | $1.78M | Buy |
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|
2017
Q4 | $970K | Buy |
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|
2017
Q3 | $689K | Buy |
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|
2017
Q2 | $585K | Sell |
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|
2017
Q1 | $811K | Sell |
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|
2016
Q4 | $2.71M | Buy |
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|
2016
Q3 | $698K | Buy |
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