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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $395K | Sell |
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|
2025
Q2 | $424K | Buy |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $373K | Hold |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $380 | Hold |
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|
2021
Q2 | $362 | Sell |
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|
2021
Q1 | $685 | Sell |
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|
2020
Q4 | $539K | Buy |
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|
2020
Q3 | $356K | Buy |
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|
2020
Q2 | $263K | Buy |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $264K | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q2 | $244K | Buy |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | $157K | Buy |
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|
2018
Q3 | $173K | Buy |
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|
2018
Q2 | $175K | Sell |
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|
2018
Q1 | $224K | Sell |
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|
2017
Q4 | $217K | Sell |
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|
2017
Q3 | $210K | Sell |
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|
2017
Q2 | $429K | Buy |
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|
2017
Q1 | $490K | Sell |
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|
2016
Q4 | $504K | Hold |
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|
2016
Q3 | $388K | Buy |
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|
2016
Q2 | $160K | Hold |
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|
2016
Q1 | $151K | Sell |
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|
2015
Q4 | $419K | Hold |
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|
2015
Q3 | $430K | Hold |
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|
2015
Q2 | $572K | Hold |
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|
2015
Q1 | $552K | Sell |
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|
2014
Q4 | $571K | Hold |
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|
2014
Q3 | $525K | Hold |
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|
2014
Q2 | $530K | Sell |
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|
2014
Q1 | $562K | Hold |
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|
2013
Q4 | $541K | Hold |
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|
2013
Q3 | $466K | Buy |
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|
2013
Q2 | $232K | Buy |
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