Orion Portfolio Solutions’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.57M | Buy |
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|
2024
Q4 | $5.04M | Sell |
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|
2024
Q3 | $4.5M | Sell |
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|
2024
Q2 | $4.15M | Sell |
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|
2024
Q1 | $4.05M | Buy |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $1.86M | Sell |
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|
2023
Q1 | $1.91M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6K | Buy |
|