Palisades Investment Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
29,341
-822
| -3% | -$85.3K | 1.33% | 28 |
|
|
2025
Q1 | $2.84M | Buy |
30,163
+439
| +1% | +$41.4K | 1.43% | 26 |
|
|
2024
Q4 | $3.15M | Buy |
29,724
+2,513
| +9% | +$267K | 1.33% | 26 |
|
|
2024
Q3 | $2.56M | Buy |
27,211
+1,646
| +6% | +$155K | 1.11% | 31 |
|
|
2024
Q2 | $2.15M | Buy |
+25,565
| New | +$2.15M | 1.07% | 31 |
|