Panagora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.8M | Buy |
334,997
+33,537
| +11% | +$2.66M | 0.09% | 204 |
|
|
2025
Q4 | $25.2M | Buy |
301,460
+293,774
| +3,822% | +$23.5M | 0.09% | 192 |
|
|
2025
Q3 | $581K | Buy |
7,686
+124
| +2% | +$9.28K | ﹤0.01% | 770 |
|
|
2025
Q2 | $523K | Buy |
7,562
+900
| +14% | +$55.3K | ﹤0.01% | 791 |
|
|
2025
Q1 | $419K | Hold |
6,662
| – | – | ﹤0.01% | 855 |
|
|
2024
Q4 | $471K | Sell |
6,662
-153
| -2% | -$10.9K | ﹤0.01% | 853 |
|
|
2024
Q3 | $427K | Sell |
6,815
-16
| -0.2% | -$913 | ﹤0.01% | 966 |
|
|
2024
Q2 | $383K | Sell |
6,831
-29
| -0.4% | -$1.54K | ﹤0.01% | 984 |
|
|
2024
Q1 | $357K | Sell |
6,860
-12,519
| -65% | -$616K | ﹤0.01% | 1042 |
|
|
2023
Q4 | $893K | Sell |
19,379
-151,972
| -89% | -$6.25M | 0.01% | 849 |
|
|
2023
Q3 | $7.02M | Buy |
171,351
+5,502
| +3% | +$232K | 0.04% | 250 |
|
|
2023
Q2 | $6.6M | Sell |
165,849
-137,576
| -45% | -$5.37M | 0.04% | 289 |
|
|
2023
Q1 | $12M | Buy |
303,425
+290,819
| +2,307% | +$12.2M | 0.08% | 232 |
|
|
2022
Q4 | $491K | Sell |
12,606
-7,289
| -37% | -$288K | ﹤0.01% | 1165 |
|
|
2022
Q3 | $688K | Buy |
19,895
+5,331
| +37% | +$210K | ﹤0.01% | 1023 |
|
|
2022
Q2 | $544K | Buy |
14,564
+7,658
| +111% | +$318K | ﹤0.01% | 1137 |
|
|
2022
Q1 | $313K | Sell |
6,906
-27,099
| -80% | -$1.3M | ﹤0.01% | 1349 |
|
|
2021
Q4 | $1.6M | Buy |
34,005
+109
| +0.3% | +$5.29K | 0.01% | 727 |
|
|
2021
Q3 | $1.54M | Sell |
33,896
-7,011
| -17% | -$313K | 0.01% | 782 |
|
|
2021
Q2 | $1.77M | Sell |
40,907
-190,654
| -82% | -$8.55M | 0.01% | 752 |
|
|
2021
Q1 | $9.89M | Buy |
231,561
+117,847
| +104% | +$4.59M | 0.06% | 311 |
|
|
2020
Q4 | $3.83M | Sell |
113,714
-178,089
| -61% | -$5.29M | 0.02% | 494 |
|
|
2020
Q3 | $6.56M | Sell |
291,803
-121,173
| -29% | -$2.71M | 0.04% | 330 |
|
|
2020
Q2 | $8.71M | Buy |
412,976
+109,635
| +36% | +$2.2M | 0.06% | 279 |
|
|
2020
Q1 | $5.57M | Buy |
303,341
+73,843
| +32% | +$1.85M | 0.04% | 327 |
|
|
2019
Q4 | $6.19M | Buy |
229,498
+35,847
| +19% | +$937K | 0.03% | 432 |
|
|
2019
Q3 | $4.94M | Sell |
193,651
-25,333
| -12% | -$636K | 0.02% | 460 |
|
|
2019
Q2 | $5.75M | Buy |
218,984
+208,321
| +1,954% | +$5.3M | 0.03% | 464 |
|
|
2019
Q1 | $250K | Buy |
10,663
+4,251
| +66% | +$96.3K | ﹤0.01% | 1633 |
|
|
2018
Q4 | $118K | Sell |
6,412
-14,842
| -70% | -$308K | ﹤0.01% | 1774 |
|
|
2018
Q3 | $484K | Sell |
21,254
-270,155
| -93% | -$6.5M | ﹤0.01% | 1387 |
|
|
2018
Q2 | $6.77M | Buy |
291,409
+90,909
| +45% | +$2.37M | 0.03% | 450 |
|
|
2018
Q1 | $5.28M | Buy |
200,500
+121,757
| +155% | +$3.45M | 0.02% | 519 |
|
|
2017
Q4 | $2.08M | Buy |
78,743
+69,176
| +723% | +$1.69M | 0.01% | 861 |
|
|
2017
Q3 | $227K | Buy |
9,567
+3,155
| +49% | +$68.3K | ﹤0.01% | 1633 |
|
|
2017
Q2 | $131K | Hold |
6,412
| – | – | ﹤0.01% | 1800 |
|
|
2017
Q1 | $143K | Hold |
6,412
| – | – | ﹤0.01% | 1762 |
|
|
2016
Q4 | $142K | Hold |
6,412
| – | – | ﹤0.01% | 1848 |
|
|
2016
Q3 | $110K | Hold |
6,412
| – | – | ﹤0.01% | 1944 |
|
|
2016
Q2 | $90K | Hold |
6,412
| – | – | ﹤0.01% | 1937 |
|
|
2016
Q1 | $84K | Hold |
6,412
| – | – | ﹤0.01% | 1905 |
|
|
2015
Q4 | $121K | Hold |
6,412
| – | – | ﹤0.01% | 1747 |
|
|
2015
Q3 | $120K | Hold |
6,412
| – | – | ﹤0.01% | 1762 |
|
|
2015
Q2 | $165K | Hold |
6,412
| – | – | ﹤0.01% | 1765 |
|
|
2015
Q1 | $159K | Sell |
6,412
-35,314
| -85% | -$816K | ﹤0.01% | 1769 |
|
|
2014
Q4 | $946K | Buy |
41,726
+35,314
| +551% | +$747K | ﹤0.01% | 1066 |
|
|
2014
Q3 | $134K | Sell |
6,412
-206,038
| -97% | -$4.29M | ﹤0.01% | 1766 |
|
|
2014
Q2 | $4.47M | Buy |
212,450
+206,038
| +3,213% | +$4.25M | 0.02% | 553 |
|
|
2014
Q1 | $142K | Hold |
6,412
| – | – | ﹤0.01% | 1842 |
|
|
2013
Q4 | $137K | Hold |
6,412
| – | – | ﹤0.01% | 1774 |
|
|
2013
Q3 | $117K | Hold |
6,412
| – | – | ﹤0.01% | 1823 |
|
|
2013
Q2 | $102K | Buy |
+6,412
| New | +$97.1K | ﹤0.01% | 1856 |
|
Other funds holding SF
VPM
VCM
