Parallel Advisors’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 | $303K | Sell |
|
|||||
|
2025
Q1 | $299K | Buy |
|
|||||
|
2024
Q4 | $306K | Buy |
|
|||||
|
2024
Q3 | $270K | Buy |
|
|||||
|
2024
Q2 | $228K | Buy |
|
|||||
|
2024
Q1 | $211K | Buy |
|
|||||
|
2023
Q4 | $187K | Buy |
|
|||||
|
2023
Q3 | $162K | Buy |
|
|||||
|
2023
Q2 | $156K | Buy |
|
|||||
|
2023
Q1 | $153K | Buy |
|
|||||
|
2022
Q4 | $144K | Sell |
|
|||||
|
2022
Q3 | $132K | Sell |
|
|||||
|
2022
Q2 | $151K | Sell |
|
|||||
|
2022
Q1 | $189K | Buy |
|
|||||
|
2021
Q4 | $128K | Buy |
|
|||||
|
2021
Q3 | $117K | Buy |
|
|||||
|
2021
Q2 | $105K | Sell |
|
|||||
|
2021
Q1 | $104K | Buy |
|
|||||
|
2020
Q4 | $77K | Sell |
|
|||||
|
2020
Q3 | $351K | Buy |
|
|||||
|
2020
Q2 | $328K | Sell |
|
|||||
|
2020
Q1 | $293K | Buy |
|
|||||
|
2019
Q4 | $397K | Hold |
|
|||||
|
2019
Q3 | $376K | Hold |
|
|||||
|
2019
Q2 | $387K | Hold |
|
|||||
|
2019
Q1 | $346K | Sell |
|
|||||
|
2018
Q4 | $291K | Sell |
|
|||||
|
2018
Q3 | $397K | Sell |
|
|||||
|
2018
Q2 | $435K | Sell |
|
|||||
|
2018
Q1 | $550K | Sell |
|
|||||
|
2017
Q4 | $784K | Sell |
|
|||||
|
2017
Q3 | $749K | Sell |
|
|||||
|
2017
Q2 | $746K | Buy |
|
|||||
|
2017
Q1 | $717K | Buy |
|
|||||
|
2016
Q4 | $562K | Buy |
|