Nisa Investment Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $400K | Buy |
5,412
+184
| +4% | +$14.6K | ﹤0.01% | 1028 |
|
|
2025
Q4 | $436K | Hold |
5,228
| – | – | ﹤0.01% | 1044 |
|
|
2025
Q3 | $395K | Sell |
5,228
-900
| -15% | -$67.4K | ﹤0.01% | 1076 |
|
|
2025
Q2 | $424K | Buy |
6,128
+162
| +3% | +$9.95K | ﹤0.01% | 1040 |
|
|
2025
Q1 | $375K | Hold |
5,966
| – | – | ﹤0.01% | 1075 |
|
|
2024
Q4 | $422K | Hold |
5,966
| – | – | ﹤0.01% | 1097 |
|
|
2024
Q3 | $373K | Hold |
5,966
| – | – | ﹤0.01% | 1127 |
|
|
2024
Q2 | $335K | Sell |
5,966
-600
| -9% | -$31.8K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $342K | Hold |
6,566
| – | – | ﹤0.01% | 1196 |
|
|
2023
Q4 | $303K | Sell |
6,566
-300
| -4% | -$12.3K | ﹤0.01% | 1191 |
|
|
2023
Q3 | $281K | Hold |
6,866
| – | – | ﹤0.01% | 1218 |
|
|
2023
Q2 | $273K | Hold |
6,866
| – | – | ﹤0.01% | 1250 |
|
|
2023
Q1 | $270K | Buy |
6,866
+900
| +15% | +$37.8K | ﹤0.01% | 1233 |
|
|
2022
Q4 | $232K | Hold |
5,966
| – | – | ﹤0.01% | 1321 |
|
|
2022
Q3 | $218K | Buy |
5,966
+120
| +2% | +$4.72K | ﹤0.01% | 1252 |
|
|
2022
Q2 | $218K | Hold |
5,846
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q1 | $265K | Hold |
5,846
| – | – | ﹤0.01% | 1269 |
|
|
2021
Q4 | $292K | Sell |
5,846
-2,535
| -30% | -$123K | ﹤0.01% | 1157 |
|
|
2021
Q3 | $380 | Hold |
8,381
| – | – | ﹤0.01% | 1202 |
|
|
2021
Q2 | $362 | Sell |
8,381
-7,650
| -48% | -$343K | ﹤0.01% | 1222 |
|
|
2021
Q1 | $685 | Sell |
16,031
-1
| -0% | -$39 | ﹤0.01% | 1086 |
|
|
2020
Q4 | $539K | Buy |
16,032
+169
| +1% | +$5.02K | ﹤0.01% | 1137 |
|
|
2020
Q3 | $356K | Buy |
15,863
+3,398
| +27% | +$75.9K | ﹤0.01% | 1142 |
|
|
2020
Q2 | $263K | Buy |
12,465
+146
| +1% | +$2.93K | ﹤0.01% | 1216 |
|
|
2020
Q1 | $226K | Buy |
12,319
+2,509
| +26% | +$62.8K | ﹤0.01% | 1153 |
|
|
2019
Q4 | $264K | Buy |
9,810
+326
| +3% | +$8.52K | ﹤0.01% | 1263 |
|
|
2019
Q3 | $242K | Buy |
9,484
+180
| +2% | +$4.52K | ﹤0.01% | 1271 |
|
|
2019
Q2 | $244K | Buy |
9,304
+304
| +3% | +$7.74K | ﹤0.01% | 1276 |
|
|
2019
Q1 | $211K | Buy |
9,000
+450
| +5% | +$10.2K | ﹤0.01% | 1291 |
|
|
2018
Q4 | $157K | Buy |
8,550
+945
| +12% | +$19.6K | ﹤0.01% | 1301 |
|
|
2018
Q3 | $173K | Buy |
7,605
+68
| +0.9% | +$1.64K | ﹤0.01% | 1341 |
|
|
2018
Q2 | $175K | Sell |
7,537
-450
| -6% | -$11.7K | ﹤0.01% | 1284 |
|
|
2018
Q1 | $224K | Sell |
7,987
-225
| -3% | -$6.38K | ﹤0.01% | 1206 |
|
|
2017
Q4 | $217K | Sell |
8,212
-608
| -7% | -$14.9K | ﹤0.01% | 1255 |
|
|
2017
Q3 | $210K | Sell |
8,820
-13,500
| -60% | -$292K | ﹤0.01% | 1238 |
|
|
2017
Q2 | $429K | Buy |
22,320
+337
| +2% | +$6.92K | 0.01% | 1065 |
|
|
2017
Q1 | $490K | Sell |
21,983
-742
| -3% | -$17.1K | 0.01% | 1040 |
|
|
2016
Q4 | $504K | Hold |
22,725
| – | – | 0.01% | 1033 |
|
|
2016
Q3 | $388K | Buy |
22,725
+11,250
| +98% | +$181K | 0.01% | 1074 |
|
|
2016
Q2 | $160K | Hold |
11,475
| – | – | ﹤0.01% | 1264 |
|
|
2016
Q1 | $151K | Sell |
11,475
-10,800
| -48% | -$153K | ﹤0.01% | 1283 |
|
|
2015
Q4 | $419K | Hold |
22,275
| – | – | 0.01% | 1009 |
|
|
2015
Q3 | $430K | Hold |
22,275
| – | – | 0.01% | 1024 |
|
|
2015
Q2 | $572K | Hold |
22,275
| – | – | 0.01% | 970 |
|
|
2015
Q1 | $552K | Sell |
22,275
-2,925
| -12% | -$67.5K | 0.01% | 1010 |
|
|
2014
Q4 | $571K | Hold |
25,200
| – | – | 0.01% | 965 |
|
|
2014
Q3 | $525K | Hold |
25,200
| – | – | 0.01% | 993 |
|
|
2014
Q2 | $530K | Sell |
25,200
-225
| -0.9% | -$4.64K | 0.01% | 1013 |
|
|
2014
Q1 | $562K | Hold |
25,425
| – | – | 0.01% | 994 |
|
|
2013
Q4 | $541K | Hold |
25,425
| – | – | 0.01% | 1000 |
|
|
2013
Q3 | $466K | Buy |
25,425
+10,800
| +74% | +$189K | 0.01% | 1034 |
|
|
2013
Q2 | $232K | Buy |
+14,625
| New | +$221K | ﹤0.01% | 1212 |
|
Other funds holding SF
VPM
VCM
