NewEdge 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 | $249K | Sell |
2,395
-278
| -10% | -$28.8K | ﹤0.01% | 2115 |
|
|
2025
Q1 | $252K | Buy |
2,673
+147
| +6% | +$13.9K | ﹤0.01% | 1995 |
|
|
2024
Q4 | $268K | Buy |
2,526
+160
| +7% | +$17K | ﹤0.01% | 1940 |
|
|
2024
Q3 | $222K | Buy |
2,366
+2,164
| +1,071% | +$203K | ﹤0.01% | 1954 |
|
|
2024
Q2 | $17K | Sell |
202
-322
| -61% | -$27.1K | ﹤0.01% | 2675 |
|
|
2024
Q1 | $41K | Sell |
524
-347
| -40% | -$27.1K | ﹤0.01% | 2378 |
|
|
2023
Q4 | $60.3K | Buy |
871
+552
| +173% | +$38.2K | ﹤0.01% | 2164 |
|
|
2023
Q3 | $19.6K | Buy |
319
+234
| +275% | +$14.4K | ﹤0.01% | 2391 |
|
|
2023
Q2 | $5.07K | Buy |
85
+35
| +70% | +$2.09K | ﹤0.01% | 2810 |
|
|
2023
Q1 | $2.96K | Sell |
50
-85
| -63% | -$5.02K | ﹤0.01% | 2938 |
|
|
2022
Q4 | $4.96K | Buy |
+135
| New | +$4.96K | ﹤0.01% | 2595 |
|
|
2017
Q3 | – | Sell |
-60
| Closed | -$1.87K | – | 991 |
|
|
2017
Q2 | $1.87K | Buy |
+60
| New | +$1.87K | ﹤0.01% | 1315 |
|