Morgan Stanley’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159M | Sell |
1,528,910
-480,225
| -24% | -$49.8M | 0.01% | 1005 |
|
|
2025
Q1 | $189M | Sell |
2,009,135
-555,051
| -22% | -$52.3M | 0.01% | 874 |
|
|
2024
Q4 | $272M | Buy |
2,564,186
+184,078
| +8% | +$19.5M | 0.02% | 704 |
|
|
2024
Q3 | $223M | Sell |
2,380,108
-5,768
| -0.2% | -$542K | 0.02% | 766 |
|
|
2024
Q2 | $201M | Sell |
2,385,876
-170,099
| -7% | -$14.3M | 0.02% | 808 |
|
|
2024
Q1 | $200M | Sell |
2,555,975
-2,554,399
| -50% | -$200M | 0.02% | 794 |
|
|
2023
Q4 | $353M | Buy |
5,110,374
+2,075,101
| +68% | +$143M | 0.02% | 832 |
|
|
2023
Q3 | $186M | Buy |
3,035,273
+530,520
| +21% | +$32.6M | 0.02% | 728 |
|
|
2023
Q2 | $149M | Sell |
2,504,753
-716,773
| -22% | -$42.8M | 0.01% | 853 |
|
|
2023
Q1 | $190M | Buy |
3,221,526
+101,378
| +3% | +$5.99M | 0.02% | 716 |
|
|
2022
Q4 | $182M | Buy |
3,120,148
+2,522,805
| +422% | +$147M | 0.02% | 716 |
|
|
2022
Q3 | $31M | Sell |
597,343
-52,275
| -8% | -$2.71M | ﹤0.01% | 1738 |
|
|
2022
Q2 | $36.4M | Buy |
649,618
+494,586
| +319% | +$27.7M | ﹤0.01% | 1653 |
|
|
2022
Q1 | $10.5M | Sell |
155,032
-38,960
| -20% | -$2.65M | ﹤0.01% | 2855 |
|
|
2021
Q4 | $13.7M | Sell |
193,992
-12,703
| -6% | -$894K | ﹤0.01% | 2573 |
|
|
2021
Q3 | $14M | Sell |
206,695
-7,716
| -4% | -$524K | ﹤0.01% | 2504 |
|
|
2021
Q2 | $13.9M | Buy |
214,411
+82,775
| +63% | +$5.37M | ﹤0.01% | 2592 |
|
|
2021
Q1 | $8.43M | Sell |
131,636
-120,872
| -48% | -$7.74M | ﹤0.01% | 2826 |
|
|
2020
Q4 | $12.7M | Buy |
252,508
+168,266
| +200% | +$8.49M | ﹤0.01% | 2269 |
|
|
2020
Q3 | $2.84M | Sell |
84,242
-256,263
| -75% | -$8.64M | ﹤0.01% | 3315 |
|
|
2020
Q2 | $10.8M | Buy |
340,505
+163,397
| +92% | +$5.17M | ﹤0.01% | 1899 |
|
|
2020
Q1 | $4.87M | Sell |
177,108
-207,819
| -54% | -$5.72M | ﹤0.01% | 2492 |
|
|
2019
Q4 | $15.6M | Buy |
384,927
+238,695
| +163% | +$9.65M | ﹤0.01% | 1899 |
|
|
2019
Q3 | $5.59M | Buy |
146,232
+84,772
| +138% | +$3.24M | ﹤0.01% | 2753 |
|
|
2019
Q2 | $2.42M | Buy |
61,460
+24,747
| +67% | +$974K | ﹤0.01% | 3635 |
|
|
2019
Q1 | $1.29M | Sell |
36,713
-171,997
| -82% | -$6.05M | ﹤0.01% | 3933 |
|
|
2018
Q4 | $5.76M | Sell |
208,710
-87,591
| -30% | -$2.42M | ﹤0.01% | 2724 |
|
|
2018
Q3 | $10.1M | Sell |
296,301
-64,409
| -18% | -$2.2M | ﹤0.01% | 2408 |
|
|
2018
Q2 | $12.6M | Sell |
360,710
-97,363
| -21% | -$3.39M | ﹤0.01% | 2114 |
|
|
2018
Q1 | $18.1M | Buy |
458,073
+31,170
| +7% | +$1.23M | 0.01% | 1760 |
|
|
2017
Q4 | $17M | Buy |
426,903
+49,807
| +13% | +$1.98M | ﹤0.01% | 1832 |
|
|
2017
Q3 | $13.4M | Buy |
377,096
+61,517
| +19% | +$2.19M | ﹤0.01% | 1988 |
|
|
2017
Q2 | $9.68M | Sell |
315,579
-95,828
| -23% | -$2.94M | ﹤0.01% | 2214 |
|
|
2017
Q1 | $13.8M | Sell |
411,407
-28,036
| -6% | -$938K | ﹤0.01% | 1905 |
|
|
2016
Q4 | $14.6M | Buy |
439,443
+286,323
| +187% | +$9.53M | ﹤0.01% | 1842 |
|
|
2016
Q3 | $3.93M | Buy |
153,120
+67,006
| +78% | +$1.72M | ﹤0.01% | 2910 |
|
|
2016
Q2 | $1.81M | Sell |
86,114
-246,492
| -74% | -$5.17M | ﹤0.01% | 3510 |
|
|
2016
Q1 | $6.56M | Buy |
332,606
+140,003
| +73% | +$2.76M | ﹤0.01% | 2260 |
|
|
2015
Q4 | $5.44M | Sell |
192,603
-71,933
| -27% | -$2.03M | ﹤0.01% | 2586 |
|
|
2015
Q3 | $7.43M | Buy |
264,536
+112,110
| +74% | +$3.15M | ﹤0.01% | 2257 |
|
|
2015
Q2 | $5.87M | Buy |
152,426
+81,161
| +114% | +$3.12M | ﹤0.01% | 2640 |
|
|
2015
Q1 | $2.65M | Buy |
71,265
+47,683
| +202% | +$1.77M | ﹤0.01% | 3322 |
|
|
2014
Q4 | $802K | Sell |
23,582
-35,332
| -60% | -$1.2M | ﹤0.01% | 4326 |
|
|
2014
Q3 | $1.84M | Sell |
58,914
-53,705
| -48% | -$1.68M | ﹤0.01% | 3511 |
|
|
2014
Q2 | $3.56M | Sell |
112,619
-48,730
| -30% | -$1.54M | ﹤0.01% | 2991 |
|
|
2014
Q1 | $5.35M | Buy |
161,349
+111,997
| +227% | +$3.72M | ﹤0.01% | 2521 |
|
|
2013
Q4 | $1.58M | Buy |
49,352
+10,602
| +27% | +$339K | ﹤0.01% | 3561 |
|
|
2013
Q3 | $1.07M | Buy |
38,750
+6,585
| +20% | +$181K | ﹤0.01% | 3739 |
|
|
2013
Q2 | $765K | Buy |
+32,165
| New | +$765K | ﹤0.01% | 3935 |
|