North Reef Capital Management’s Stifel SF Stock Holding History

North Reef Capital Management’s Portfolio SF Stock Details SF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.23M	Buy
2024 Q3	–	Sell
2024 Q2	$18.5M	Sell
2024 Q1	$21.2M	Sell
2023 Q4	$19.7M	Buy
2023 Q3	$14.7M	Buy
2023 Q2	$4.6M	Buy
2023 Q1	$3.25M	Buy
2022 Q4	–	Sell
2022 Q3	$3.46M	Buy