Nisa Investment 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 | $424K | Buy |
4,085
+108
| +3% | +$11.2K | ﹤0.01% | 1040 |
|
|
2025
Q1 | $375K | Hold |
3,977
| – | – | ﹤0.01% | 1075 |
|
|
2024
Q4 | $422K | Hold |
3,977
| – | – | ﹤0.01% | 1097 |
|
|
2024
Q3 | $373K | Hold |
3,977
| – | – | ﹤0.01% | 1127 |
|
|
2024
Q2 | $335K | Sell |
3,977
-400
| -9% | -$33.7K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $342K | Hold |
4,377
| – | – | ﹤0.01% | 1196 |
|
|
2023
Q4 | $303K | Sell |
4,377
-200
| -4% | -$13.8K | ﹤0.01% | 1191 |
|
|
2023
Q3 | $281K | Hold |
4,577
| – | – | ﹤0.01% | 1218 |
|
|
2023
Q2 | $273K | Hold |
4,577
| – | – | ﹤0.01% | 1250 |
|
|
2023
Q1 | $270K | Buy |
4,577
+600
| +15% | +$35.4K | ﹤0.01% | 1233 |
|
|
2022
Q4 | $232K | Hold |
3,977
| – | – | ﹤0.01% | 1321 |
|
|
2022
Q3 | $218K | Buy |
3,977
+80
| +2% | +$4.39K | ﹤0.01% | 1252 |
|
|
2022
Q2 | $218K | Hold |
3,897
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q1 | $265K | Hold |
3,897
| – | – | ﹤0.01% | 1269 |
|
|
2021
Q4 | $292K | Sell |
3,897
-1,690
| -30% | -$127K | ﹤0.01% | 1157 |
|
|
2021
Q3 | $380 | Hold |
5,587
| – | – | ﹤0.01% | 1202 |
|
|
2021
Q2 | $362 | Sell |
5,587
-5,100
| -48% | -$330 | ﹤0.01% | 1222 |
|
|
2021
Q1 | $685 | Sell |
10,687
-1
| -0% | – | ﹤0.01% | 1086 |
|
|
2020
Q4 | $539K | Buy |
10,688
+113
| +1% | +$5.7K | ﹤0.01% | 1137 |
|
|
2020
Q3 | $356K | Buy |
10,575
+2,265
| +27% | +$76.3K | ﹤0.01% | 1142 |
|
|
2020
Q2 | $263K | Buy |
8,310
+97
| +1% | +$3.07K | ﹤0.01% | 1216 |
|
|
2020
Q1 | $226K | Buy |
8,213
+1,673
| +26% | +$46K | ﹤0.01% | 1153 |
|
|
2019
Q4 | $264K | Buy |
6,540
+217
| +3% | +$8.76K | ﹤0.01% | 1263 |
|
|
2019
Q3 | $242K | Buy |
6,323
+120
| +2% | +$4.59K | ﹤0.01% | 1271 |
|
|
2019
Q2 | $244K | Buy |
6,203
+203
| +3% | +$7.99K | ﹤0.01% | 1276 |
|
|
2019
Q1 | $211K | Buy |
6,000
+300
| +5% | +$10.6K | ﹤0.01% | 1291 |
|
|
2018
Q4 | $157K | Buy |
5,700
+630
| +12% | +$17.4K | ﹤0.01% | 1301 |
|
|
2018
Q3 | $173K | Buy |
5,070
+45
| +0.9% | +$1.54K | ﹤0.01% | 1341 |
|
|
2018
Q2 | $175K | Sell |
5,025
-300
| -6% | -$10.4K | ﹤0.01% | 1284 |
|
|
2018
Q1 | $224K | Sell |
5,325
-150
| -3% | -$6.31K | ﹤0.01% | 1206 |
|
|
2017
Q4 | $217K | Sell |
5,475
-405
| -7% | -$16.1K | ﹤0.01% | 1255 |
|
|
2017
Q3 | $210K | Sell |
5,880
-9,000
| -60% | -$321K | ﹤0.01% | 1238 |
|
|
2017
Q2 | $429K | Buy |
14,880
+225
| +2% | +$6.49K | 0.01% | 1065 |
|
|
2017
Q1 | $490K | Sell |
14,655
-495
| -3% | -$16.6K | 0.01% | 1040 |
|
|
2016
Q4 | $504K | Hold |
15,150
| – | – | 0.01% | 1033 |
|
|
2016
Q3 | $388K | Buy |
15,150
+7,500
| +98% | +$192K | 0.01% | 1074 |
|
|
2016
Q2 | $160K | Hold |
7,650
| – | – | ﹤0.01% | 1264 |
|
|
2016
Q1 | $151K | Sell |
7,650
-7,200
| -48% | -$142K | ﹤0.01% | 1283 |
|
|
2015
Q4 | $419K | Hold |
14,850
| – | – | 0.01% | 1009 |
|
|
2015
Q3 | $430K | Hold |
14,850
| – | – | 0.01% | 1024 |
|
|
2015
Q2 | $572K | Hold |
14,850
| – | – | 0.01% | 970 |
|
|
2015
Q1 | $552K | Sell |
14,850
-1,950
| -12% | -$72.5K | 0.01% | 1010 |
|
|
2014
Q4 | $571K | Hold |
16,800
| – | – | 0.01% | 965 |
|
|
2014
Q3 | $525K | Hold |
16,800
| – | – | 0.01% | 993 |
|
|
2014
Q2 | $530K | Sell |
16,800
-150
| -0.9% | -$4.73K | 0.01% | 1013 |
|
|
2014
Q1 | $562K | Hold |
16,950
| – | – | 0.01% | 994 |
|
|
2013
Q4 | $541K | Hold |
16,950
| – | – | 0.01% | 1000 |
|
|
2013
Q3 | $466K | Buy |
16,950
+7,200
| +74% | +$198K | 0.01% | 1034 |
|
|
2013
Q2 | $232K | Buy |
+9,750
| New | +$232K | ﹤0.01% | 1212 |
|