Oppenheimer Asset 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 | $7.47M | Sell |
71,988
-1,514
| -2% | -$157K | 0.09% | 260 |
|
|
2025
Q1 | $6.93M | Buy |
73,502
+165
| +0.2% | +$15.6K | 0.09% | 256 |
|
|
2024
Q4 | $7.78M | Buy |
73,337
+514
| +0.7% | +$54.5K | 0.09% | 233 |
|
|
2024
Q3 | $6.84M | Sell |
72,823
-45,884
| -39% | -$4.31M | 0.08% | 260 |
|
|
2024
Q2 | $9.99M | Buy |
118,707
+16,358
| +16% | +$1.38M | 0.13% | 188 |
|
|
2024
Q1 | $8M | Buy |
102,349
+10,539
| +11% | +$824K | 0.12% | 206 |
|
|
2023
Q4 | $6.35M | Sell |
91,810
-2,786
| -3% | -$193K | 0.09% | 258 |
|
|
2023
Q3 | $5.81M | Buy |
94,596
+34,322
| +57% | +$2.11M | 0.09% | 255 |
|
|
2023
Q2 | $3.6M | Buy |
60,274
+181
| +0.3% | +$10.8K | 0.05% | 364 |
|
|
2023
Q1 | $3.55M | Buy |
60,093
+9,034
| +18% | +$534K | 0.05% | 345 |
|
|
2022
Q4 | $2.98M | Sell |
51,059
-1,445
| -3% | -$84.3K | 0.05% | 379 |
|
|
2022
Q3 | $2.73M | Buy |
52,504
+1,570
| +3% | +$81.5K | 0.05% | 373 |
|
|
2022
Q2 | $2.85M | Sell |
50,934
-1,091
| -2% | -$61.1K | 0.05% | 381 |
|
|
2022
Q1 | $3.53M | Buy |
52,025
+47
| +0.1% | +$3.19K | 0.05% | 376 |
|
|
2021
Q4 | $3.66M | Buy |
51,978
+3,056
| +6% | +$215K | 0.05% | 377 |
|
|
2021
Q3 | $3.33M | Buy |
48,922
+445
| +0.9% | +$30.2K | 0.05% | 388 |
|
|
2021
Q2 | $3.14M | Buy |
48,477
+2,311
| +5% | +$150K | 0.04% | 397 |
|
|
2021
Q1 | $2.96M | Buy |
46,166
+1,045
| +2% | +$67K | 0.05% | 407 |
|
|
2020
Q4 | $2.28M | Buy |
45,121
+1,040
| +2% | +$52.5K | 0.04% | 449 |
|
|
2020
Q3 | $1.49M | Sell |
44,081
-103
| -0.2% | -$3.47K | 0.03% | 505 |
|
|
2020
Q2 | $1.4M | Sell |
44,184
-1,917
| -4% | -$60.6K | 0.03% | 503 |
|
|
2020
Q1 | $1.27M | Sell |
46,101
-491
| -1% | -$13.5K | 0.03% | 463 |
|
|
2019
Q4 | $1.88M | Sell |
46,592
-549
| -1% | -$22.2K | 0.04% | 431 |
|
|
2019
Q3 | $1.8M | Sell |
47,141
-12
| -0% | -$459 | 0.04% | 434 |
|
|
2019
Q2 | $1.86M | Sell |
47,153
-559
| -1% | -$22K | 0.04% | 427 |
|
|
2019
Q1 | $1.68M | Buy |
47,712
+594
| +1% | +$20.9K | 0.04% | 452 |
|
|
2018
Q4 | $1.3M | Sell |
47,118
-1,649
| -3% | -$45.5K | 0.03% | 488 |
|
|
2018
Q3 | $1.67M | Buy |
48,767
+398
| +0.8% | +$13.6K | 0.04% | 467 |
|
|
2018
Q2 | $1.69M | Buy |
48,369
+1
| +0% | +$35 | 0.04% | 441 |
|
|
2018
Q1 | $1.91M | Buy |
48,368
+1,415
| +3% | +$55.9K | 0.05% | 402 |
|
|
2017
Q4 | $1.67M | Hold |
46,953
| – | – | 0.04% | 426 |
|
|
2017
Q3 | $1.67M | Sell |
46,953
-821
| -2% | -$29.3K | 0.04% | 428 |
|
|
2017
Q2 | $1.46M | Buy |
47,774
+480
| +1% | +$14.7K | 0.04% | 454 |
|
|
2017
Q1 | $1.58M | Buy |
+47,294
| New | +$1.58M | 0.05% | 413 |
|