Mount Yale Investment Advisors’s Stifel SF Stock Holding History

Mount Yale Investment Advisors’s Portfolio SF Stock Details SF Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$299K	Buy
2025 Q2	$105K	Buy
2018 Q4	–	Sell
2018 Q3	$121K	Buy
2018 Q2	$103K	Hold
2018 Q1	$117K	Buy