Osaic Holdings’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
3,973
+1,961
| +97% | +$197K | ﹤0.01% | 3004 |
|
|
2025
Q1 | $190K | Sell |
2,012
-3,353
| -62% | -$316K | ﹤0.01% | 3675 |
|
|
2024
Q4 | $569K | Buy |
5,365
+1,538
| +40% | +$163K | ﹤0.01% | 2669 |
|
|
2024
Q3 | $359K | Sell |
3,827
-211
| -5% | -$19.8K | ﹤0.01% | 3171 |
|
|
2024
Q2 | $340K | Buy |
4,038
+1,153
| +40% | +$97K | ﹤0.01% | 3094 |
|
|
2024
Q1 | $226K | Sell |
2,885
-24,026
| -89% | -$1.88M | ﹤0.01% | 3578 |
|
|
2023
Q4 | $1.86M | Sell |
26,911
-12,405
| -32% | -$858K | ﹤0.01% | 1920 |
|
|
2023
Q3 | $2.42M | Buy |
39,316
+12,290
| +45% | +$755K | ﹤0.01% | 1820 |
|
|
2023
Q2 | $1.61M | Buy |
27,026
+862
| +3% | +$51.5K | ﹤0.01% | 2066 |
|
|
2023
Q1 | $1.55M | Buy |
26,164
+65
| +0.2% | +$3.84K | ﹤0.01% | 2053 |
|
|
2022
Q4 | $1.52M | Sell |
26,099
-434
| -2% | -$25.3K | ﹤0.01% | 1977 |
|
|
2022
Q3 | $1.38M | Buy |
26,533
+1,560
| +6% | +$81K | ﹤0.01% | 1925 |
|
|
2022
Q2 | $1.4M | Buy |
24,973
+1,926
| +8% | +$108K | ﹤0.01% | 1953 |
|
|
2022
Q1 | $1.57M | Buy |
23,047
+1,074
| +5% | +$73K | ﹤0.01% | 2143 |
|
|
2021
Q4 | $1.55M | Buy |
21,973
+337
| +2% | +$23.7K | ﹤0.01% | 2000 |
|
|
2021
Q3 | $1.47M | Sell |
21,636
-2,455
| -10% | -$167K | ﹤0.01% | 1996 |
|
|
2021
Q2 | $1.56M | Sell |
24,091
-18,921
| -44% | -$1.23M | ﹤0.01% | 1942 |
|
|
2021
Q1 | $2.76M | Buy |
43,012
+19,625
| +84% | +$1.26M | 0.01% | 1348 |
|
|
2020
Q4 | $1.18M | Sell |
23,387
-145
| -0.6% | -$7.32K | ﹤0.01% | 1890 |
|
|
2020
Q3 | $793K | Buy |
23,532
+2,451
| +12% | +$82.6K | ﹤0.01% | 2022 |
|
|
2020
Q2 | $666K | Sell |
21,081
-21,873
| -51% | -$691K | ﹤0.01% | 2093 |
|
|
2020
Q1 | $1.18M | Buy |
+42,954
| New | +$1.18M | ﹤0.01% | 1406 |
|