NewSquare Capital’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.2K	Sell	98 -21	-18%	-$2.18K	﹤0.01%	639
2025 Q1	$11.2K	Buy	119 +115	+2,875%	+$10.8K	﹤0.01%	513
2024 Q4	$424	Buy	+4	New	+$424	﹤0.01%	743
2022 Q3	–	Hold	0	–	–	–	542
2022 Q2	–	Hold	0	–	–	–	491