NBC Securities’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Hold |
279
| – | – | ﹤0.01% | 1563 |
|
|
2025
Q1 | $26K | Buy |
+279
| New | +$26K | ﹤0.01% | 1383 |
|
|
2024
Q4 | – | Sell |
-322
| Closed | -$30K | – | 1929 |
|
|
2024
Q3 | $30K | Hold |
322
| – | – | ﹤0.01% | 1345 |
|
|
2024
Q2 | $27K | Hold |
322
| – | – | ﹤0.01% | 1345 |
|
|
2024
Q1 | $25K | Hold |
322
| – | – | ﹤0.01% | 1378 |
|
|
2023
Q4 | $22K | Hold |
322
| – | – | ﹤0.01% | 1452 |
|
|
2023
Q3 | $19K | Buy |
+322
| New | +$19K | ﹤0.01% | 1473 |
|