Mutual of America Capital Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.52M | Buy |
91,761
+162
| +0.2% | +$16.8K | 0.1% | 199 |
|
2025
Q1 | $8.63M | Sell |
91,599
-1,484
| -2% | -$140K | 0.1% | 200 |
|
2024
Q4 | $9.87M | Sell |
93,083
-1,515
| -2% | -$161K | 0.11% | 177 |
|
2024
Q3 | $8.88M | Sell |
94,598
-4,127
| -4% | -$388K | 0.09% | 217 |
|
2024
Q2 | $8.31M | Sell |
98,725
-2,460
| -2% | -$207K | 0.09% | 215 |
|
2024
Q1 | $7.91M | Sell |
101,185
-3,983
| -4% | -$311K | 0.09% | 251 |
|
2023
Q4 | $7.27M | Sell |
105,168
-5,555
| -5% | -$384K | 0.08% | 259 |
|
2023
Q3 | $6.8M | Sell |
110,723
-8,168
| -7% | -$502K | 0.08% | 249 |
|
2023
Q2 | $7.09M | Sell |
118,891
-6,668
| -5% | -$398K | 0.08% | 263 |
|
2023
Q1 | $7.42M | Sell |
125,559
-3,814
| -3% | -$225K | 0.09% | 245 |
|
2022
Q4 | $7.55M | Sell |
129,373
-308
| -0.2% | -$18K | 0.09% | 243 |
|
2022
Q3 | $6.73M | Sell |
129,681
-3,449
| -3% | -$179K | 0.09% | 262 |
|
2022
Q2 | $7.46M | Sell |
133,130
-7,016
| -5% | -$393K | 0.1% | 243 |
|
2022
Q1 | $9.52M | Buy |
140,146
+1,894
| +1% | +$129K | 0.1% | 214 |
|
2021
Q4 | $9.74M | Buy |
138,252
+397
| +0.3% | +$28K | 0.1% | 235 |
|
2021
Q3 | $9.37M | Sell |
137,855
-27,139
| -16% | -$1.84M | 0.09% | 223 |
|
2021
Q2 | $10.7M | Sell |
164,994
-2,204
| -1% | -$143K | 0.11% | 193 |
|
2021
Q1 | $10.7M | Sell |
167,198
-12,357
| -7% | -$792K | 0.11% | 176 |
|
2020
Q4 | $9.06M | Buy |
179,555
+1,776
| +1% | +$89.6K | 0.1% | 207 |
|
2020
Q3 | $5.99M | Sell |
177,779
-3,499
| -2% | -$118K | 0.08% | 288 |
|
2020
Q2 | $5.73M | Sell |
181,278
-1,418
| -0.8% | -$44.8K | 0.08% | 292 |
|
2020
Q1 | $5.03M | Sell |
182,696
-36,835
| -17% | -$1.01M | 0.08% | 284 |
|
2019
Q4 | $8.88M | Buy |
219,531
+2,065
| +0.9% | +$83.5K | 0.11% | 188 |
|
2019
Q3 | $8.32M | Buy |
217,466
+3,959
| +2% | +$151K | 0.12% | 193 |
|
2019
Q2 | $8.41M | Buy |
213,507
+116,313
| +120% | +$4.58M | 0.12% | 171 |
|
2019
Q1 | $3.42M | Buy |
97,194
+837
| +0.9% | +$29.4K | 0.05% | 595 |
|
2018
Q4 | $2.66M | Buy |
96,357
+2,131
| +2% | +$58.9K | 0.04% | 653 |
|
2018
Q3 | $3.22M | Buy |
94,226
+204
| +0.2% | +$6.97K | 0.05% | 654 |
|
2018
Q2 | $3.28M | Buy |
94,022
+2,634
| +3% | +$91.7K | 0.05% | 644 |
|
2018
Q1 | $3.61M | Buy |
91,388
+6,978
| +8% | +$276K | 0.06% | 555 |
|
2017
Q4 | $3.35M | Buy |
84,410
+2,171
| +3% | +$86.2K | 0.05% | 609 |
|
2017
Q3 | $2.93M | Sell |
82,239
-2,711
| -3% | -$96.6K | 0.05% | 645 |
|
2017
Q2 | $2.6M | Buy |
84,950
+2,579
| +3% | +$79.1K | 0.05% | 697 |
|
2017
Q1 | $2.76M | Buy |
82,371
+4,230
| +5% | +$142K | 0.05% | 658 |
|
2016
Q4 | $2.6M | Buy |
78,141
+1,849
| +2% | +$61.6K | 0.05% | 647 |
|
2016
Q3 | $1.96M | Buy |
76,292
+15
| +0% | +$385 | 0.04% | 760 |
|
2016
Q2 | $1.6M | Buy |
76,277
+2,552
| +3% | +$53.5K | 0.03% | 806 |
|
2016
Q1 | $1.46M | Buy |
73,725
+2,997
| +4% | +$59.1K | 0.03% | 820 |
|
2015
Q4 | $2M | Sell |
70,728
-97,485
| -58% | -$2.75M | 0.04% | 673 |
|
2015
Q3 | $4.72M | Buy |
168,213
+3,978
| +2% | +$112K | 0.11% | 210 |
|
2015
Q2 | $6.32M | Buy |
164,235
+847
| +0.5% | +$32.6K | 0.14% | 142 |
|
2015
Q1 | $6.07M | Buy |
163,388
+61,847
| +61% | +$2.3M | 0.13% | 159 |
|
2014
Q4 | $3.45M | Buy |
101,541
+1,605
| +2% | +$54.6K | 0.08% | 397 |
|
2014
Q3 | $3.12M | Sell |
99,936
-1,650
| -2% | -$51.6K | 0.07% | 409 |
|
2014
Q2 | $3.21M | Sell |
101,586
-5,606
| -5% | -$177K | 0.08% | 409 |
|
2014
Q1 | $3.56M | Buy |
107,192
+1,200
| +1% | +$39.8K | 0.09% | 357 |
|
2013
Q4 | $3.39M | Buy |
105,992
+1,665
| +2% | +$53.2K | 0.08% | 372 |
|
2013
Q3 | $2.87M | Buy |
104,327
+2,636
| +3% | +$72.4K | 0.08% | 398 |
|
2013
Q2 | $2.42M | Buy |
+101,691
| New | +$2.42M | 0.07% | 449 |
|