Oppenheimer Asset 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 | $7.85M | Sell |
106,170
-3,767
| -3% | -$299K | 0.09% | 252 |
|
|
2025
Q4 | $9.18M | Buy |
109,937
+543
| +0.5% | +$43.4K | 0.11% | 202 |
|
|
2025
Q3 | $8.28M | Buy |
109,394
+1,412
| +1% | +$106K | 0.09% | 245 |
|
|
2025
Q2 | $7.47M | Sell |
107,982
-2,271
| -2% | -$139K | 0.09% | 260 |
|
|
2025
Q1 | $6.93M | Buy |
110,253
+247
| +0.2% | +$17.4K | 0.09% | 256 |
|
|
2024
Q4 | $7.78M | Buy |
110,006
+771
| +0.7% | +$55K | 0.09% | 233 |
|
|
2024
Q3 | $6.84M | Sell |
109,235
-68,826
| -39% | -$3.93M | 0.08% | 260 |
|
|
2024
Q2 | $9.99M | Buy |
178,061
+24,537
| +16% | +$1.3M | 0.13% | 188 |
|
|
2024
Q1 | $8M | Buy |
153,524
+15,809
| +11% | +$778K | 0.12% | 206 |
|
|
2023
Q4 | $6.35M | Sell |
137,715
-4,179
| -3% | -$172K | 0.09% | 258 |
|
|
2023
Q3 | $5.81M | Buy |
141,894
+51,483
| +57% | +$2.17M | 0.09% | 255 |
|
|
2023
Q2 | $3.6M | Buy |
90,411
+271
| +0.3% | +$10.6K | 0.05% | 364 |
|
|
2023
Q1 | $3.55M | Buy |
90,140
+13,551
| +18% | +$570K | 0.05% | 345 |
|
|
2022
Q4 | $2.98M | Sell |
76,589
-2,167
| -3% | -$85.7K | 0.05% | 379 |
|
|
2022
Q3 | $2.73M | Buy |
78,756
+2,355
| +3% | +$92.7K | 0.05% | 373 |
|
|
2022
Q2 | $2.85M | Sell |
76,401
-1,637
| -2% | -$68K | 0.05% | 381 |
|
|
2022
Q1 | $3.53M | Buy |
78,038
+71
| +0.1% | +$3.41K | 0.05% | 376 |
|
|
2021
Q4 | $3.66M | Buy |
77,967
+4,584
| +6% | +$223K | 0.05% | 377 |
|
|
2021
Q3 | $3.33M | Buy |
73,383
+667
| +0.9% | +$29.7K | 0.05% | 388 |
|
|
2021
Q2 | $3.14M | Buy |
72,716
+3,467
| +5% | +$155K | 0.04% | 397 |
|
|
2021
Q1 | $2.96M | Buy |
69,249
+1,567
| +2% | +$61.1K | 0.05% | 407 |
|
|
2020
Q4 | $2.28M | Buy |
67,682
+1,561
| +2% | +$46.3K | 0.04% | 449 |
|
|
2020
Q3 | $1.49M | Sell |
66,121
-155
| -0.2% | -$3.46K | 0.03% | 505 |
|
|
2020
Q2 | $1.4M | Sell |
66,276
-2,875
| -4% | -$57.8K | 0.03% | 503 |
|
|
2020
Q1 | $1.27M | Sell |
69,151
-736
| -1% | -$18.4K | 0.03% | 463 |
|
|
2019
Q4 | $1.88M | Sell |
69,887
-824
| -1% | -$21.5K | 0.04% | 431 |
|
|
2019
Q3 | $1.8M | Sell |
70,711
-18
| -0% | -$452 | 0.04% | 434 |
|
|
2019
Q2 | $1.86M | Sell |
70,729
-839
| -1% | -$21.4K | 0.04% | 427 |
|
|
2019
Q1 | $1.68M | Buy |
71,568
+891
| +1% | +$20.2K | 0.04% | 452 |
|
|
2018
Q4 | $1.3M | Sell |
70,677
-2,473
| -3% | -$51.2K | 0.03% | 488 |
|
|
2018
Q3 | $1.67M | Buy |
73,150
+597
| +0.8% | +$14.4K | 0.04% | 467 |
|
|
2018
Q2 | $1.69M | Buy |
72,553
+2
| +0% | +$52 | 0.04% | 441 |
|
|
2018
Q1 | $1.91M | Buy |
72,551
+2,122
| +3% | +$60.1K | 0.05% | 402 |
|
|
2017
Q4 | $1.67M | Hold |
70,429
| – | – | 0.04% | 426 |
|
|
2017
Q3 | $1.67M | Sell |
70,429
-1,231
| -2% | -$26.7K | 0.04% | 428 |
|
|
2017
Q2 | $1.46M | Buy |
71,660
+720
| +1% | +$14.8K | 0.04% | 454 |
|
|
2017
Q1 | $1.58M | Buy |
+70,940
| New | +$1.63M | 0.05% | 413 |
|
Other funds holding SF
VPM
VCM
