Mount Yale Investment Advisors’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$105K	Buy	+1,011	New	+$105K	0.01%	648
2018 Q4	–	Sell	-3,671	Closed	-$121K	–	690
2018 Q3	$121K	Buy	3,671 +707	+24%	+$23.3K	0.02%	381
2018 Q2	$103K	Hold	2,964	–	–	0.02%	448
2018 Q1	$117K	Buy	+2,964	New	+$117K	0.03%	403