Natixis 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 | $7.53M | Sell |
72,578
-687
| -0.9% | -$71.3K | 0.01% | 719 |
|
|
2025
Q1 | $6.91M | Buy |
73,265
+799
| +1% | +$75.3K | 0.01% | 729 |
|
|
2024
Q4 | $7.69M | Buy |
72,466
+2,484
| +4% | +$263K | 0.01% | 715 |
|
|
2024
Q3 | $6.57M | Buy |
69,982
+8,824
| +14% | +$829K | 0.01% | 762 |
|
|
2024
Q2 | $5.15M | Buy |
61,158
+11,981
| +24% | +$1.01M | 0.01% | 784 |
|
|
2024
Q1 | $3.84M | Buy |
49,177
+1,893
| +4% | +$148K | 0.01% | 863 |
|
|
2023
Q4 | $3.27M | Sell |
47,284
-15,740
| -25% | -$1.09M | 0.01% | 880 |
|
|
2023
Q3 | $3.87M | Buy |
63,024
+6,274
| +11% | +$385K | 0.01% | 788 |
|
|
2023
Q2 | $3.39M | Buy |
56,750
+624
| +1% | +$37.2K | 0.01% | 826 |
|
|
2023
Q1 | $3.32M | Buy |
56,126
+9,022
| +19% | +$533K | 0.01% | 811 |
|
|
2022
Q4 | $2.75M | Buy |
47,104
+2,471
| +6% | +$144K | 0.01% | 848 |
|
|
2022
Q3 | $2.32M | Sell |
44,633
-2,587
| -5% | -$134K | 0.01% | 850 |
|
|
2022
Q2 | $2.65M | Buy |
47,220
+3,976
| +9% | +$223K | 0.01% | 826 |
|
|
2022
Q1 | $2.94M | Buy |
43,244
+1,548
| +4% | +$105K | 0.01% | 850 |
|
|
2021
Q4 | $2.94M | Buy |
41,696
+5,725
| +16% | +$403K | 0.01% | 846 |
|
|
2021
Q3 | $2.45M | Buy |
35,971
+4,858
| +16% | +$330K | 0.01% | 864 |
|
|
2021
Q2 | $2.02M | Sell |
31,113
-3,038
| -9% | -$197K | 0.01% | 905 |
|
|
2021
Q1 | $2.19M | Buy |
34,151
+1,582
| +5% | +$101K | 0.01% | 849 |
|
|
2020
Q4 | $1.64M | Buy |
32,569
+16,669
| +105% | +$841K | 0.01% | 891 |
|
|
2020
Q3 | $536K | Buy |
+15,900
| New | +$536K | ﹤0.01% | 1039 |
|
|
2014
Q2 | – | Sell |
-6,245
| Closed | -$207K | – | 1328 |
|
|
2014
Q1 | $207K | Sell |
6,245
-39
| -0.6% | -$1.29K | ﹤0.01% | 1193 |
|
|
2013
Q4 | $201K | Buy |
+6,284
| New | +$201K | ﹤0.01% | 1120 |
|