Northwestern Mutual Wealth Management’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 | $256K | Buy |
3,466
+82
| +2% | +$6.51K | ﹤0.01% | 1797 |
|
|
2025
Q4 | $282K | Sell |
3,384
-152
| -4% | -$12.1K | ﹤0.01% | 1738 |
|
|
2025
Q3 | $267K | Buy |
3,536
+119
| +3% | +$8.91K | ﹤0.01% | 1678 |
|
|
2025
Q2 | $236K | Sell |
3,417
-5
| -0.1% | -$307 | ﹤0.01% | 1664 |
|
|
2025
Q1 | $215K | Sell |
3,422
-1,977
| -37% | -$139K | ﹤0.01% | 1632 |
|
|
2024
Q4 | $382K | Buy |
5,399
+2,849
| +112% | +$203K | ﹤0.01% | 1414 |
|
|
2024
Q3 | $160K | Buy |
2,550
+562
| +28% | +$32.1K | ﹤0.01% | 1713 |
|
|
2024
Q2 | $112K | Sell |
1,988
-2,361
| -54% | -$125K | ﹤0.01% | 1795 |
|
|
2024
Q1 | $227K | Buy |
4,349
+2
| +0% | +$98 | ﹤0.01% | 1506 |
|
|
2023
Q4 | $200K | Sell |
4,347
-1,998
| -31% | -$82.2K | ﹤0.01% | 1508 |
|
|
2023
Q3 | $260K | Sell |
6,345
-6,381
| -50% | -$269K | ﹤0.01% | 1370 |
|
|
2023
Q2 | $506K | Buy |
12,726
+6,163
| +94% | +$240K | ﹤0.01% | 1153 |
|
|
2023
Q1 | $259K | Sell |
6,563
-300
| -4% | -$12.6K | ﹤0.01% | 1350 |
|
|
2022
Q4 | $267K | Buy |
6,863
+354
| +5% | +$14K | ﹤0.01% | 1318 |
|
|
2022
Q3 | $226K | Sell |
6,509
-271
| -4% | -$10.7K | ﹤0.01% | 1357 |
|
|
2022
Q2 | $253K | Sell |
6,780
-3,393
| -33% | -$141K | ﹤0.01% | 1317 |
|
|
2022
Q1 | $461K | Sell |
10,173
-30
| -0.3% | -$1.44K | ﹤0.01% | 1111 |
|
|
2021
Q4 | $479K | Buy |
10,203
+1
| +0% | +$49 | ﹤0.01% | 1097 |
|
|
2021
Q3 | $463K | Sell |
10,202
-180
| -2% | -$8.03K | ﹤0.01% | 1024 |
|
|
2021
Q2 | $449K | Sell |
10,382
-5,694
| -35% | -$255K | ﹤0.01% | 1024 |
|
|
2021
Q1 | $687K | Sell |
16,076
-7,500
| -32% | -$292K | ﹤0.01% | 819 |
|
|
2020
Q4 | $793K | Buy |
23,576
+232
| +1% | +$6.89K | ﹤0.01% | 703 |
|
|
2020
Q3 | $525K | Hold |
23,344
| – | – | ﹤0.01% | 741 |
|
|
2020
Q2 | $492K | Sell |
23,344
-108
| -0.5% | -$2.17K | ﹤0.01% | 719 |
|
|
2020
Q1 | $430K | Buy |
23,452
+22,503
| +2,371% | +$564K | ﹤0.01% | 684 |
|
|
2019
Q4 | $26K | Sell |
949
-45
| -5% | -$1.18K | ﹤0.01% | 1665 |
|
|
2019
Q3 | $25K | Buy |
994
+45
| +5% | +$1.13K | ﹤0.01% | 1663 |
|
|
2019
Q2 | $25K | Hold |
949
| – | – | ﹤0.01% | 1642 |
|
|
2019
Q1 | $22K | Buy |
949
+108
| +13% | +$2.45K | ﹤0.01% | 1686 |
|
|
2018
Q4 | $15K | Hold |
841
| – | – | ﹤0.01% | 1707 |
|
|
2018
Q3 | $19K | Buy |
841
+83
| +11% | +$2K | ﹤0.01% | 1684 |
|
|
2018
Q2 | $18K | Hold |
758
| – | – | ﹤0.01% | 1642 |
|
|
2018
Q1 | $20K | Sell |
758
-675
| -47% | -$19.1K | ﹤0.01% | 1538 |
|
|
2017
Q4 | $38K | Hold |
1,433
| – | – | ﹤0.01% | 1255 |
|
|
2017
Q3 | $34K | Hold |
1,433
| – | – | ﹤0.01% | 1257 |
|
|
2017
Q2 | $29K | Hold |
1,433
| – | – | ﹤0.01% | 1264 |
|
|
2017
Q1 | $32K | Hold |
1,433
| – | – | ﹤0.01% | 1170 |
|
|
2016
Q4 | $31K | Buy |
+1,433
| New | +$28.8K | ﹤0.01% | 1193 |
|
|
2016
Q3 | – | Sell |
-758
| Closed | -$11K | – | 1294 |
|
|
2016
Q2 | $11K | Buy |
758
+648
| +589% | +$9.64K | ﹤0.01% | 1344 |
|
|
2016
Q1 | $1K | Hold |
110
| – | – | ﹤0.01% | 2038 |
|
|
2015
Q4 | $2K | Hold |
110
| – | – | ﹤0.01% | 1454 |
|
|
2015
Q3 | $2K | Hold |
110
| – | – | ﹤0.01% | 1467 |
|
|
2015
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 1214 |
|
|
2015
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 1315 |
|
|
2014
Q4 | $2K | Buy |
+110
| New | +$2.33K | ﹤0.01% | 1547 |
|
|
2014
Q3 | – | Sell |
-592
| Closed | -$12K | – | 1443 |
|
|
2014
Q2 | $12K | Buy |
+592
| New | +$12.2K | ﹤0.01% | 869 |
|
Other funds holding SF
VPM
VCM
