Natixis Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.8M | Sell |
64,873
-4,535
| -7% | -$360K | 0.01% | 856 |
|
|
2025
Q4 | $5.79M | Sell |
69,408
-39,953
| -37% | -$3.19M | 0.01% | 781 |
|
|
2025
Q3 | $8.27M | Buy |
109,361
+494
| +0.5% | +$37K | 0.01% | 705 |
|
|
2025
Q2 | $7.53M | Sell |
108,867
-1,031
| -0.9% | -$63.3K | 0.01% | 719 |
|
|
2025
Q1 | $6.91M | Buy |
109,898
+1,199
| +1% | +$84.5K | 0.01% | 729 |
|
|
2024
Q4 | $7.69M | Buy |
108,699
+3,726
| +4% | +$266K | 0.01% | 715 |
|
|
2024
Q3 | $6.57M | Buy |
104,973
+13,236
| +14% | +$755K | 0.01% | 762 |
|
|
2024
Q2 | $5.15M | Buy |
91,737
+17,971
| +24% | +$952K | 0.01% | 784 |
|
|
2024
Q1 | $3.84M | Buy |
73,766
+2,840
| +4% | +$140K | 0.01% | 863 |
|
|
2023
Q4 | $3.27M | Sell |
70,926
-23,610
| -25% | -$971K | 0.01% | 880 |
|
|
2023
Q3 | $3.87M | Buy |
94,536
+9,411
| +11% | +$396K | 0.01% | 788 |
|
|
2023
Q2 | $3.39M | Buy |
85,125
+936
| +1% | +$36.5K | 0.01% | 826 |
|
|
2023
Q1 | $3.32M | Buy |
84,189
+13,533
| +19% | +$569K | 0.01% | 811 |
|
|
2022
Q4 | $2.75M | Buy |
70,656
+3,706
| +6% | +$147K | 0.01% | 848 |
|
|
2022
Q3 | $2.32M | Sell |
66,950
-3,880
| -5% | -$153K | 0.01% | 850 |
|
|
2022
Q2 | $2.65M | Buy |
70,830
+5,964
| +9% | +$248K | 0.01% | 826 |
|
|
2022
Q1 | $2.94M | Buy |
64,866
+2,322
| +4% | +$111K | 0.01% | 850 |
|
|
2021
Q4 | $2.94M | Buy |
62,544
+8,587
| +16% | +$417K | 0.01% | 846 |
|
|
2021
Q3 | $2.44M | Buy |
53,957
+7,287
| +16% | +$325K | 0.01% | 864 |
|
|
2021
Q2 | $2.02M | Sell |
46,670
-4,557
| -9% | -$204K | 0.01% | 905 |
|
|
2021
Q1 | $2.19M | Buy |
51,227
+2,373
| +5% | +$92.5K | 0.01% | 849 |
|
|
2020
Q4 | $1.64M | Buy |
48,854
+25,004
| +105% | +$742K | 0.01% | 891 |
|
|
2020
Q3 | $536K | Buy |
+23,850
| New | +$533K | ﹤0.01% | 1039 |
|
|
2014
Q2 | – | Sell |
-9,367
| Closed | -$207K | – | 1328 |
|
|
2014
Q1 | $207K | Sell |
9,367
-58
| -0.6% | -$1.23K | ﹤0.01% | 1193 |
|
|
2013
Q4 | $201K | Buy |
+9,425
| New | +$181K | ﹤0.01% | 1120 |
|
Other funds holding SF
VPM
VCM
