NorthRock Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
5,773
+18
| +0.3% | +$1.87K | 0.02% | 352 |
|
|
2025
Q1 | $542K | Sell |
5,755
-7
| -0.1% | -$660 | 0.02% | 331 |
|
|
2024
Q4 | $611K | Buy |
5,762
+17
| +0.3% | +$1.8K | 0.02% | 301 |
|
|
2024
Q3 | $539K | Buy |
5,745
+186
| +3% | +$17.5K | 0.02% | 347 |
|
|
2024
Q2 | $468K | Buy |
5,559
+134
| +2% | +$11.3K | 0.02% | 355 |
|
|
2024
Q1 | $424K | Buy |
5,425
+229
| +4% | +$17.9K | 0.02% | 394 |
|
|
2023
Q4 | $359K | Buy |
+5,196
| New | +$359K | 0.02% | 416 |
|