Morgan Stanley’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 | $146M | Sell |
1,974,628
-133,177
| -6% | -$10.6M | 0.01% | 1130 |
|
|
2025
Q4 | $176M | Sell |
2,107,805
-1,267
| -0.1% | -$101K | 0.01% | 1022 |
|
|
2025
Q3 | $160M | Sell |
2,109,072
-184,293
| -8% | -$13.8M | 0.01% | 1063 |
|
|
2025
Q2 | $159M | Sell |
2,293,365
-720,338
| -24% | -$44.2M | 0.01% | 1005 |
|
|
2025
Q1 | $189M | Sell |
3,013,703
-832,576
| -22% | -$58.7M | 0.01% | 874 |
|
|
2024
Q4 | $272M | Buy |
3,846,279
+276,117
| +8% | +$19.7M | 0.02% | 704 |
|
|
2024
Q3 | $223M | Sell |
3,570,162
-8,652
| -0.2% | -$494K | 0.02% | 766 |
|
|
2024
Q2 | $201M | Sell |
3,578,814
-255,149
| -7% | -$13.5M | 0.02% | 808 |
|
|
2024
Q1 | $200M | Sell |
3,833,963
-3,831,598
| -50% | -$189M | 0.02% | 794 |
|
|
2023
Q4 | $353M | Buy |
7,665,561
+3,112,651
| +68% | +$128M | 0.02% | 832 |
|
|
2023
Q3 | $186M | Buy |
4,552,910
+795,780
| +21% | +$33.5M | 0.02% | 728 |
|
|
2023
Q2 | $149M | Sell |
3,757,130
-1,075,159
| -22% | -$41.9M | 0.01% | 853 |
|
|
2023
Q1 | $190M | Buy |
4,832,289
+152,067
| +3% | +$6.39M | 0.02% | 716 |
|
|
2022
Q4 | $182M | Buy |
4,680,222
+3,784,207
| +422% | +$150M | 0.02% | 716 |
|
|
2022
Q3 | $31M | Sell |
896,015
-78,412
| -8% | -$3.09M | ﹤0.01% | 1738 |
|
|
2022
Q2 | $36.4M | Buy |
974,427
+741,879
| +319% | +$30.8M | ﹤0.01% | 1653 |
|
|
2022
Q1 | $10.5M | Sell |
232,548
-58,440
| -20% | -$2.81M | ﹤0.01% | 2855 |
|
|
2021
Q4 | $13.7M | Sell |
290,988
-19,055
| -6% | -$925K | ﹤0.01% | 2573 |
|
|
2021
Q3 | $14M | Sell |
310,043
-11,574
| -4% | -$516K | ﹤0.01% | 2504 |
|
|
2021
Q2 | $13.9M | Buy |
321,617
+124,163
| +63% | +$5.57M | ﹤0.01% | 2592 |
|
|
2021
Q1 | $8.43M | Sell |
197,454
-181,308
| -48% | -$7.07M | ﹤0.01% | 2826 |
|
|
2020
Q4 | $12.7M | Buy |
378,762
+252,400
| +200% | +$7.49M | ﹤0.01% | 2269 |
|
|
2020
Q3 | $2.84M | Sell |
126,362
-384,395
| -75% | -$8.58M | ﹤0.01% | 3315 |
|
|
2020
Q2 | $10.8M | Buy |
510,757
+245,095
| +92% | +$4.92M | ﹤0.01% | 1899 |
|
|
2020
Q1 | $4.87M | Sell |
265,662
-311,728
| -54% | -$7.81M | ﹤0.01% | 2492 |
|
|
2019
Q4 | $15.6M | Buy |
577,390
+358,042
| +163% | +$9.36M | ﹤0.01% | 1899 |
|
|
2019
Q3 | $5.59M | Buy |
219,348
+127,159
| +138% | +$3.19M | ﹤0.01% | 2753 |
|
|
2019
Q2 | $2.42M | Buy |
92,189
+37,120
| +67% | +$945K | ﹤0.01% | 3635 |
|
|
2019
Q1 | $1.29M | Sell |
55,069
-257,996
| -82% | -$5.84M | ﹤0.01% | 3933 |
|
|
2018
Q4 | $5.76M | Sell |
313,065
-131,386
| -30% | -$2.72M | ﹤0.01% | 2724 |
|
|
2018
Q3 | $10.1M | Sell |
444,451
-96,613
| -18% | -$2.33M | ﹤0.01% | 2408 |
|
|
2018
Q2 | $12.6M | Sell |
541,064
-146,045
| -21% | -$3.8M | ﹤0.01% | 2114 |
|
|
2018
Q1 | $18.1M | Buy |
687,109
+46,755
| +7% | +$1.32M | 0.01% | 1760 |
|
|
2017
Q4 | $17M | Buy |
640,354
+74,711
| +13% | +$1.83M | ﹤0.01% | 1832 |
|
|
2017
Q3 | $13.4M | Buy |
565,643
+92,275
| +19% | +$2M | ﹤0.01% | 1988 |
|
|
2017
Q2 | $9.68M | Sell |
473,368
-143,742
| -23% | -$2.95M | ﹤0.01% | 2214 |
|
|
2017
Q1 | $13.8M | Sell |
617,110
-42,054
| -6% | -$968K | ﹤0.01% | 1905 |
|
|
2016
Q4 | $14.6M | Buy |
659,164
+429,484
| +187% | +$8.62M | ﹤0.01% | 1842 |
|
|
2016
Q3 | $3.92M | Buy |
229,680
+100,510
| +78% | +$1.61M | ﹤0.01% | 2910 |
|
|
2016
Q2 | $1.8M | Sell |
129,170
-369,738
| -74% | -$5.5M | ﹤0.01% | 3510 |
|
|
2016
Q1 | $6.56M | Buy |
498,908
+210,003
| +73% | +$2.98M | ﹤0.01% | 2260 |
|
|
2015
Q4 | $5.44M | Sell |
288,905
-107,898
| -27% | -$2.1M | ﹤0.01% | 2586 |
|
|
2015
Q3 | $7.42M | Buy |
396,803
+168,165
| +74% | +$3.81M | ﹤0.01% | 2257 |
|
|
2015
Q2 | $5.87M | Buy |
228,638
+121,740
| +114% | +$3M | ﹤0.01% | 2640 |
|
|
2015
Q1 | $2.65M | Buy |
106,898
+71,526
| +202% | +$1.65M | ﹤0.01% | 3322 |
|
|
2014
Q4 | $802K | Sell |
35,372
-52,999
| -60% | -$1.12M | ﹤0.01% | 4326 |
|
|
2014
Q3 | $1.84M | Sell |
88,371
-80,557
| -48% | -$1.68M | ﹤0.01% | 3511 |
|
|
2014
Q2 | $3.56M | Sell |
168,928
-73,096
| -30% | -$1.51M | ﹤0.01% | 2991 |
|
|
2014
Q1 | $5.35M | Buy |
242,024
+167,997
| +227% | +$3.57M | ﹤0.01% | 2521 |
|
|
2013
Q4 | $1.58M | Buy |
74,027
+15,903
| +27% | +$305K | ﹤0.01% | 3561 |
|
|
2013
Q3 | $1.06M | Buy |
58,124
+9,877
| +20% | +$172K | ﹤0.01% | 3739 |
|
|
2013
Q2 | $765K | Buy |
+48,247
| New | +$730K | ﹤0.01% | 3935 |
|
Other funds holding SF
VPM
VCM
