MWM
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Moran Wealth Management’s Stifel SF Stock Holding History

Moran Wealth Management’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 		$11.3M Buy
109,344
+1,135
+1% +$118K 0.35% 90
2025
Q1 		$10.2M Buy
+108,209
New +$10.2M 0.34% 94