Mosaic Family Wealth Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
3,042
-12,922
| -81% | -$1.34M | 0.04% | 171 |
|
|
2025
Q1 | $1.5M | Hold |
15,964
| – | – | 0.21% | 52 |
|
|
2024
Q4 | $1.69M | Hold |
15,964
| – | – | 0.24% | 47 |
|
|
2024
Q3 | $1.5M | Hold |
15,964
| – | – | 0.22% | 51 |
|
|
2024
Q2 | $1.34M | Hold |
15,964
| – | – | 0.22% | 58 |
|
|
2024
Q1 | $1.25M | Hold |
15,964
| – | – | 0.21% | 59 |
|
|
2023
Q4 | $1.1M | Hold |
15,964
| – | – | 0.19% | 61 |
|
|
2023
Q3 | $981K | Hold |
15,964
| – | – | 0.2% | 56 |
|
|
2023
Q2 | $953K | Sell |
15,964
-1
| -0% | -$60 | 0.19% | 64 |
|
|
2023
Q1 | $943K | Buy |
15,965
+1
| +0% | +$59 | 0.2% | 64 |
|
|
2022
Q4 | $932K | Buy |
+15,964
| New | +$932K | 0.26% | 63 |
|