Oak Thistle LLC’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $256K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $528K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $799K | Buy |
|