Mosaic Family Wealth 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
Q4 | – | Sell |
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|
2025
Q3 | $350K | Hold |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $1.5M | Hold |
|
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|
2024
Q4 | $1.69M | Hold |
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|
2024
Q3 | $1.5M | Hold |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $981K | Hold |
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|
2023
Q2 | $953K | Sell |
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|
2023
Q1 | $943K | Buy |
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|
2022
Q4 | $932K | Buy |
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