NewEdge Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $17K | Sell |
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|
2024
Q1 | $41K | Sell |
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|
2023
Q4 | $60.3K | Buy |
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|
2023
Q3 | $19.6K | Buy |
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|
2023
Q2 | $5.07K | Buy |
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|
2023
Q1 | $2.96K | Sell |
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|
2022
Q4 | $4.96K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.87K | Buy |
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