Osaic Holdings’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 | $299K | Sell |
4,052
-861
| -18% | -$68.4K | ﹤0.01% | 3814 |
|
|
2025
Q4 | $410K | Sell |
4,913
-2,842
| -37% | -$227K | ﹤0.01% | 3513 |
|
|
2025
Q3 | $590K | Buy |
7,755
+2,196
| +40% | +$164K | ﹤0.01% | 3300 |
|
|
2025
Q2 | $370K | Buy |
5,559
+2,541
| +84% | +$156K | ﹤0.01% | 3409 |
|
|
2025
Q1 | $190K | Sell |
3,018
-5,030
| -63% | -$355K | ﹤0.01% | 3678 |
|
|
2024
Q4 | $569K | Buy |
8,048
+2,307
| +40% | +$165K | ﹤0.01% | 2671 |
|
|
2024
Q3 | $359K | Sell |
5,741
-316
| -5% | -$18K | ﹤0.01% | 3171 |
|
|
2024
Q2 | $340K | Buy |
6,057
+1,729
| +40% | +$91.6K | ﹤0.01% | 3094 |
|
|
2024
Q1 | $226K | Sell |
4,328
-36,039
| -89% | -$1.77M | ﹤0.01% | 3578 |
|
|
2023
Q4 | $1.86M | Sell |
40,367
-18,607
| -32% | -$765K | ﹤0.01% | 1920 |
|
|
2023
Q3 | $2.42M | Buy |
58,974
+18,435
| +45% | +$776K | ﹤0.01% | 1820 |
|
|
2023
Q2 | $1.61M | Buy |
40,539
+1,293
| +3% | +$50.4K | ﹤0.01% | 2066 |
|
|
2023
Q1 | $1.55M | Buy |
39,246
+97
| +0.2% | +$4.08K | ﹤0.01% | 2053 |
|
|
2022
Q4 | $1.52M | Sell |
39,149
-651
| -2% | -$25.8K | ﹤0.01% | 1977 |
|
|
2022
Q3 | $1.38M | Buy |
39,800
+2,340
| +6% | +$92.1K | ﹤0.01% | 1925 |
|
|
2022
Q2 | $1.4M | Buy |
37,460
+2,889
| +8% | +$120K | ﹤0.01% | 1953 |
|
|
2022
Q1 | $1.57M | Buy |
34,571
+1,611
| +5% | +$77.3K | ﹤0.01% | 2143 |
|
|
2021
Q4 | $1.55M | Buy |
32,960
+506
| +2% | +$24.6K | ﹤0.01% | 2000 |
|
|
2021
Q3 | $1.47M | Sell |
32,454
-3,683
| -10% | -$164K | ﹤0.01% | 1996 |
|
|
2021
Q2 | $1.56M | Sell |
36,137
-28,381
| -44% | -$1.27M | ﹤0.01% | 1942 |
|
|
2021
Q1 | $2.75M | Buy |
64,518
+29,437
| +84% | +$1.15M | 0.01% | 1348 |
|
|
2020
Q4 | $1.18M | Sell |
35,081
-217
| -0.6% | -$6.44K | ﹤0.01% | 1891 |
|
|
2020
Q3 | $793K | Buy |
35,298
+3,676
| +12% | +$82.1K | ﹤0.01% | 2022 |
|
|
2020
Q2 | $666K | Sell |
31,622
-32,809
| -51% | -$659K | ﹤0.01% | 2094 |
|
|
2020
Q1 | $1.18M | Buy |
+64,431
| New | +$1.61M | ﹤0.01% | 1406 |
|
Other funds holding SF
VPM
VCM
