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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $345K | Sell |
4,665
-149
| -3% | -$11.8K | 0.01% | 891 |
|
|
2025
Q4 | $402K | Buy |
4,814
+329
| +7% | +$26.3K | 0.01% | 770 |
|
|
2025
Q3 | $339K | Buy |
4,485
+109
| +2% | +$8.16K | 0.01% | 809 |
|
|
2025
Q2 | $303K | Sell |
4,376
-379
| -8% | -$23.3K | 0.01% | 817 |
|
|
2025
Q1 | $299K | Buy |
4,755
+426
| +10% | +$30K | 0.01% | 784 |
|
|
2024
Q4 | $306K | Buy |
4,329
+18
| +0.4% | +$1.28K | 0.01% | 757 |
|
|
2024
Q3 | $270K | Buy |
4,311
+249
| +6% | +$14.2K | 0.01% | 802 |
|
|
2024
Q2 | $228K | Buy |
4,062
+6
| +0.1% | +$318 | 0.01% | 817 |
|
|
2024
Q1 | $211K | Buy |
4,056
+1
| +0% | +$49 | 0.01% | 836 |
|
|
2023
Q4 | $187K | Buy |
4,055
+108
| +3% | +$4.44K | 0.01% | 829 |
|
|
2023
Q3 | $162K | Buy |
3,947
+21
| +0.5% | +$884 | 0.01% | 870 |
|
|
2023
Q2 | $156K | Buy |
3,926
+32
| +0.8% | +$1.25K | 0.01% | 890 |
|
|
2023
Q1 | $153K | Buy |
3,894
+186
| +5% | +$7.82K | 0.01% | 878 |
|
|
2022
Q4 | $144K | Sell |
3,708
-117
| -3% | -$4.63K | 0.01% | 846 |
|
|
2022
Q3 | $132K | Sell |
3,825
-221
| -5% | -$8.7K | 0.01% | 849 |
|
|
2022
Q2 | $151K | Sell |
4,046
-42
| -1% | -$1.74K | 0.01% | 795 |
|
|
2022
Q1 | $189K | Buy |
4,088
+1,365
| +50% | +$65.5K | 0.01% | 754 |
|
|
2021
Q4 | $128K | Buy |
2,723
+146
| +6% | +$7.09K | ﹤0.01% | 915 |
|
|
2021
Q3 | $117K | Buy |
2,577
+153
| +6% | +$6.82K | ﹤0.01% | 911 |
|
|
2021
Q2 | $105K | Sell |
2,424
-15
| -0.6% | -$673 | ﹤0.01% | 932 |
|
|
2021
Q1 | $104K | Buy |
2,439
+142
| +6% | +$5.53K | ﹤0.01% | 874 |
|
|
2020
Q4 | $77K | Sell |
2,297
-13,311
| -85% | -$395K | ﹤0.01% | 920 |
|
|
2020
Q3 | $351K | Buy |
15,608
+27
| +0.2% | +$603 | 0.02% | 388 |
|
|
2020
Q2 | $328K | Sell |
15,581
-419
| -3% | -$8.42K | 0.02% | 398 |
|
|
2020
Q1 | $293K | Buy |
16,000
+1,260
| +9% | +$31.6K | 0.02% | 356 |
|
|
2019
Q4 | $397K | Hold |
14,740
| – | – | 0.03% | 333 |
|
|
2019
Q3 | $376K | Hold |
14,740
| – | – | 0.03% | 325 |
|
|
2019
Q2 | $387K | Hold |
14,740
| – | – | 0.04% | 291 |
|
|
2019
Q1 | $346K | Sell |
14,740
-1,120
| -7% | -$25.4K | 0.04% | 284 |
|
|
2018
Q4 | $291K | Sell |
15,860
-1,584
| -9% | -$32.8K | 0.04% | 289 |
|
|
2018
Q3 | $397K | Sell |
17,444
-1,292
| -7% | -$31.1K | 0.05% | 247 |
|
|
2018
Q2 | $435K | Sell |
18,736
-2,140
| -10% | -$55.7K | 0.06% | 201 |
|
|
2018
Q1 | $550K | Sell |
20,876
-8,734
| -29% | -$247K | 0.09% | 170 |
|
|
2017
Q4 | $784K | Sell |
29,610
-2,250
| -7% | -$55.1K | 0.13% | 125 |
|
|
2017
Q3 | $749K | Sell |
31,860
-1,136
| -3% | -$24.6K | 0.13% | 123 |
|
|
2017
Q2 | $746K | Buy |
32,996
+11
| +0% | +$226 | 0.14% | 120 |
|
|
2017
Q1 | $717K | Buy |
32,985
+7,677
| +30% | +$177K | 0.14% | 123 |
|
|
2016
Q4 | $562K | Buy |
+25,308
| New | +$508K | 0.13% | 125 |
|
Other funds holding SF
VPM
VCM
