Northwestern Mutual Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
2,278
-3
| -0.1% | -$311 | ﹤0.01% | 1664 |
|
|
2025
Q1 | $215K | Sell |
2,281
-1,318
| -37% | -$124K | ﹤0.01% | 1632 |
|
|
2024
Q4 | $382K | Buy |
3,599
+1,899
| +112% | +$201K | ﹤0.01% | 1414 |
|
|
2024
Q3 | $160K | Buy |
1,700
+375
| +28% | +$35.2K | ﹤0.01% | 1713 |
|
|
2024
Q2 | $112K | Sell |
1,325
-1,574
| -54% | -$132K | ﹤0.01% | 1795 |
|
|
2024
Q1 | $227K | Buy |
2,899
+1
| +0% | +$78 | ﹤0.01% | 1506 |
|
|
2023
Q4 | $200K | Sell |
2,898
-1,332
| -31% | -$92.1K | ﹤0.01% | 1508 |
|
|
2023
Q3 | $260K | Sell |
4,230
-4,254
| -50% | -$261K | ﹤0.01% | 1370 |
|
|
2023
Q2 | $506K | Buy |
8,484
+4,109
| +94% | +$245K | ﹤0.01% | 1153 |
|
|
2023
Q1 | $259K | Sell |
4,375
-200
| -4% | -$11.8K | ﹤0.01% | 1350 |
|
|
2022
Q4 | $267K | Buy |
4,575
+236
| +5% | +$13.8K | ﹤0.01% | 1318 |
|
|
2022
Q3 | $226K | Sell |
4,339
-181
| -4% | -$9.43K | ﹤0.01% | 1357 |
|
|
2022
Q2 | $253K | Sell |
4,520
-2,262
| -33% | -$127K | ﹤0.01% | 1317 |
|
|
2022
Q1 | $461K | Sell |
6,782
-20
| -0.3% | -$1.36K | ﹤0.01% | 1111 |
|
|
2021
Q4 | $479K | Buy |
6,802
+1
| +0% | +$70 | ﹤0.01% | 1097 |
|
|
2021
Q3 | $463K | Sell |
6,801
-120
| -2% | -$8.17K | ﹤0.01% | 1024 |
|
|
2021
Q2 | $449K | Sell |
6,921
-3,796
| -35% | -$246K | ﹤0.01% | 1024 |
|
|
2021
Q1 | $687K | Sell |
10,717
-5,000
| -32% | -$321K | ﹤0.01% | 819 |
|
|
2020
Q4 | $793K | Buy |
15,717
+154
| +1% | +$7.77K | ﹤0.01% | 703 |
|
|
2020
Q3 | $525K | Hold |
15,563
| – | – | ﹤0.01% | 741 |
|
|
2020
Q2 | $492K | Sell |
15,563
-72
| -0.5% | -$2.28K | ﹤0.01% | 719 |
|
|
2020
Q1 | $430K | Buy |
15,635
+15,002
| +2,370% | +$413K | ﹤0.01% | 684 |
|
|
2019
Q4 | $26K | Sell |
633
-30
| -5% | -$1.23K | ﹤0.01% | 1665 |
|
|
2019
Q3 | $25K | Buy |
663
+30
| +5% | +$1.13K | ﹤0.01% | 1663 |
|
|
2019
Q2 | $25K | Hold |
633
| – | – | ﹤0.01% | 1642 |
|
|
2019
Q1 | $22K | Buy |
633
+72
| +13% | +$2.5K | ﹤0.01% | 1686 |
|
|
2018
Q4 | $15K | Hold |
561
| – | – | ﹤0.01% | 1707 |
|
|
2018
Q3 | $19K | Buy |
561
+55
| +11% | +$1.86K | ﹤0.01% | 1684 |
|
|
2018
Q2 | $18K | Hold |
506
| – | – | ﹤0.01% | 1642 |
|
|
2018
Q1 | $20K | Sell |
506
-450
| -47% | -$17.8K | ﹤0.01% | 1538 |
|
|
2017
Q4 | $38K | Hold |
956
| – | – | ﹤0.01% | 1255 |
|
|
2017
Q3 | $34K | Hold |
956
| – | – | ﹤0.01% | 1257 |
|
|
2017
Q2 | $29K | Hold |
956
| – | – | ﹤0.01% | 1264 |
|
|
2017
Q1 | $32K | Hold |
956
| – | – | ﹤0.01% | 1170 |
|
|
2016
Q4 | $31K | Buy |
+956
| New | +$31K | ﹤0.01% | 1193 |
|
|
2016
Q3 | – | Sell |
-506
| Closed | -$11K | – | 1293 |
|
|
2016
Q2 | $11K | Buy |
506
+432
| +584% | +$9.39K | ﹤0.01% | 1344 |
|
|
2016
Q1 | $1K | Hold |
74
| – | – | ﹤0.01% | 2038 |
|
|
2015
Q4 | $2K | Hold |
74
| – | – | ﹤0.01% | 1454 |
|
|
2015
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 1467 |
|
|
2015
Q2 | $3K | Hold |
74
| – | – | ﹤0.01% | 1214 |
|
|
2015
Q1 | $3K | Hold |
74
| – | – | ﹤0.01% | 1315 |
|
|
2014
Q4 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 1547 |
|
|
2014
Q3 | – | Sell |
-395
| Closed | -$12K | – | 1443 |
|
|
2014
Q2 | $12K | Buy |
+395
| New | +$12K | ﹤0.01% | 869 |
|