Orion Portfolio Solutions’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.57M | Buy |
48,475
+965
| +2% | +$91K | 0.04% | 372 |
|
|
2024
Q4 | $5.04M | Sell |
47,510
-378
| -0.8% | -$40.1K | 0.05% | 323 |
|
|
2024
Q3 | $4.5M | Sell |
47,888
-1,378
| -3% | -$129K | 0.04% | 361 |
|
|
2024
Q2 | $4.15M | Sell |
49,266
-2,565
| -5% | -$216K | 0.04% | 366 |
|
|
2024
Q1 | $4.05M | Buy |
51,831
+4,879
| +10% | +$381K | 0.04% | 377 |
|
|
2023
Q4 | $3.31M | Sell |
46,952
-3,960
| -8% | -$279K | 0.04% | 417 |
|
|
2023
Q3 | $3.13M | Buy |
50,912
+19,756
| +63% | +$1.21M | 0.04% | 420 |
|
|
2023
Q2 | $1.86M | Sell |
31,156
-1,212
| -4% | -$72.3K | 0.02% | 690 |
|
|
2023
Q1 | $1.91M | Buy |
+32,368
| New | +$1.91M | 0.02% | 613 |
|
|
2020
Q1 | – | Sell |
-153
| Closed | -$6K | – | 2260 |
|
|
2019
Q4 | $6K | Buy |
+153
| New | +$6K | ﹤0.01% | 1214 |
|