Parkside Financial Bank & Trust’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 | $391K | Sell |
5,292
-8
| -0.2% | -$635 | 0.03% | 298 |
|
|
2025
Q4 | $442K | Buy |
5,300
+41
| +0.8% | +$3.28K | 0.03% | 283 |
|
|
2025
Q3 | $398K | Buy |
5,259
+3,522
| +203% | +$264K | 0.03% | 295 |
|
|
2025
Q2 | $120K | Sell |
1,737
-29
| -2% | -$1.78K | 0.01% | 592 |
|
|
2025
Q1 | $111K | Buy |
1,766
+365
| +26% | +$25.7K | 0.01% | 544 |
|
|
2024
Q4 | $99.1K | Sell |
1,401
-66
| -4% | -$4.71K | 0.01% | 577 |
|
|
2024
Q3 | $91.8K | Sell |
1,467
-6,000
| -80% | -$342K | 0.01% | 573 |
|
|
2024
Q2 | $419K | Sell |
7,467
-6,024
| -45% | -$319K | 0.07% | 217 |
|
|
2024
Q1 | $703K | Sell |
13,491
-5,927
| -31% | -$292K | 0.11% | 152 |
|
|
2023
Q4 | $895K | Buy |
19,418
+32
| +0.2% | +$1.32K | 0.16% | 108 |
|
|
2023
Q3 | $794K | Sell |
19,386
-8,897
| -31% | -$375K | 0.18% | 94 |
|
|
2023
Q2 | $1.13M | Sell |
28,283
-5,835
| -17% | -$228K | 0.27% | 64 |
|
|
2023
Q1 | $1.34M | Buy |
34,118
+9,324
| +38% | +$392K | 0.36% | 51 |
|
|
2022
Q4 | $965K | Buy |
24,794
+288
| +1% | +$11.4K | 0.28% | 63 |
|
|
2022
Q3 | $848K | Sell |
24,506
-7,461
| -23% | -$294K | 0.27% | 58 |
|
|
2022
Q2 | $1.19M | Buy |
31,967
+1,746
| +6% | +$72.5K | 0.36% | 51 |
|
|
2022
Q1 | $1.37M | Sell |
30,221
-6
| -0% | -$288 | 0.37% | 45 |
|
|
2021
Q4 | $1.42M | Buy |
30,227
+206
| +0.7% | +$10K | 0.35% | 49 |
|
|
2021
Q3 | $1.36M | Buy |
30,021
+9
| +0% | +$401 | 0.4% | 35 |
|
|
2021
Q2 | $1.3M | Sell |
30,012
-14,988
| -33% | -$672K | 0.38% | 37 |
|
|
2021
Q1 | $1.92M | Sell |
45,000
-19,379
| -30% | -$755K | 0.58% | 28 |
|
|
2020
Q4 | $2.17M | Sell |
64,379
-47,552
| -42% | -$1.41M | 0.68% | 24 |
|
|
2020
Q3 | $2.52M | Hold |
111,931
| – | – | 0.88% | 18 |
|
|
2020
Q2 | $2.36M | Hold |
111,931
| – | – | 0.77% | 19 |
|
|
2020
Q1 | $2.05M | Sell |
111,931
-12,649
| -10% | -$317K | 0.78% | 22 |
|
|
2019
Q4 | $3.36M | Sell |
124,580
-45,000
| -27% | -$1.18M | 0.98% | 15 |
|
|
2019
Q3 | $4.33M | Sell |
169,580
-63,000
| -27% | -$1.58M | 1.4% | 16 |
|
|
2019
Q2 | $6.11M | Sell |
232,580
-41,047
| -15% | -$1.05M | 1.98% | 10 |
|
|
2019
Q1 | $6.42M | Sell |
273,627
-13,491
| -5% | -$306K | 2.16% | 10 |
|
|
2018
Q4 | $5.29M | Buy |
287,118
+285,588
| +18,666% | +$5.92M | 1.89% | 12 |
|
|
2018
Q3 | $35K | Hold |
1,530
| – | – | 0.01% | 447 |
|
|
2018
Q2 | $35K | Buy |
1,530
+58
| +4% | +$1.51K | 0.01% | 439 |
|
|
2018
Q1 | $39K | Sell |
1,472
-706
| -32% | -$20K | 0.01% | 392 |
|
|
2017
Q4 | $58K | Sell |
2,178
-29
| -1% | -$710 | 0.02% | 327 |
|
|
2017
Q3 | $52K | Sell |
2,207
-59
| -3% | -$1.28K | 0.02% | 335 |
|
|
2017
Q2 | $46K | Sell |
2,266
-576
| -20% | -$11.8K | 0.02% | 359 |
|
|
2017
Q1 | $63K | Buy |
2,842
+511
| +22% | +$11.8K | 0.03% | 288 |
|
|
2016
Q4 | $52K | Sell |
2,331
-313
| -12% | -$6.28K | 0.02% | 328 |
|
|
2016
Q3 | $45K | Buy |
2,644
+1,125
| +74% | +$18.1K | 0.02% | 387 |
|
|
2016
Q2 | $21K | Buy |
+1,519
| New | +$22.6K | 0.01% | 538 |
|
Other funds holding SF
VPM
VCM
