ORG Partners’s Stifel Financial Corp 5.20% Senior Notes due 2047 SFB Stock Holding History

ORG Partners’s Portfolio SFB Stock Details SFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8	Closed	-$174	–	1341
2024 Q2	$174	Buy	+8	New	+$178	﹤0.01%	1715
2023 Q4	–	Sell	-8	Closed	-$172	–	1313
2023 Q3	$172	Buy	+8	New	+$170	﹤0.01%	1278

Other funds holding SFB

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ORG Partners's SFB Position: Q3 2024 in Review

ORG Partners sold out of Stifel Financial Corp 5.20% Senior Notes due 2047 (SFB) in Q3 2024, closing a stake of 8 shares — an estimated $174 sold.

ORG Partners first reported a position in SFB in Q3 2023 and held it in 2 quarters. The position peaked at $174 in Q2 2024. 1 fund tracked by Wall St. Rank holds SFB as of Q3 2024.

ORG Partners reported no remaining Stifel Financial Corp 5.20% Senior Notes due 2047 position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 8 Stifel Financial Corp 5.20% Senior Notes due 2047 shares in Q3 2024, an estimated $174.
ORG Partners first reported a position in Stifel Financial Corp 5.20% Senior Notes due 2047 in Q3 2023 and held it in 2 quarters.
ORG Partners's Stifel Financial Corp 5.20% Senior Notes due 2047 position peaked at $174 in Q2 2024.
1 fund tracked by Wall St. Rank held Stifel Financial Corp 5.20% Senior Notes due 2047 as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.