O'Shaughnessy Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
|
|||||
|
2025
Q1 | $1.52M | Buy |
|
|||||
|
2024
Q4 | $1.5M | Sell |
|
|||||
|
2024
Q3 | $1.41M | Buy |
|
|||||
|
2024
Q2 | $1.16M | Buy |
|
|||||
|
2024
Q1 | $799K | Buy |
|
|||||
|
2023
Q4 | $524K | Sell |
|
|||||
|
2023
Q3 | $475K | Buy |
|
|||||
|
2023
Q2 | $367K | Sell |
|
|||||
|
2023
Q1 | $376K | Buy |
|
|||||
|
2022
Q4 | $365K | Sell |
|
|||||
|
2022
Q3 | $361K | Sell |
|
|||||
|
2022
Q2 | $393K | Buy |
|
|||||
|
2022
Q1 | $466K | Sell |
|
|||||
|
2021
Q4 | $490K | Sell |
|
|||||
|
2021
Q3 | $496K | Sell |
|
|||||
|
2021
Q2 | $501K | Sell |
|
|||||
|
2021
Q1 | $611K | Sell |
|
|||||
|
2020
Q4 | $515K | Buy |
|
|||||
|
2020
Q3 | $285K | Buy |
|
|||||
|
2020
Q2 | $248K | Sell |
|
|||||
|
2020
Q1 | $863K | Buy |
|
|||||
|
2019
Q4 | $162K | Buy |
|