Pathstone Family Office’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $791K | Buy |
12,869
+4,238
| +49% | +$260K | 0.01% | 818 |
|
|
2023
Q2 | $515K | Sell |
8,631
-37
| -0.4% | -$2.21K | 0.01% | 733 |
|
|
2023
Q1 | $512K | Sell |
8,668
-9,936
| -53% | -$587K | 0.01% | 686 |
|
|
2022
Q4 | $1.05M | Sell |
18,604
-3,238
| -15% | -$183K | 0.01% | 776 |
|
|
2022
Q3 | $1.13M | Buy |
21,842
+11,831
| +118% | +$614K | 0.01% | 669 |
|
|
2022
Q2 | $561K | Buy |
10,011
+148
| +2% | +$8.29K | 0.01% | 529 |
|
|
2022
Q1 | $892K | Sell |
9,863
-36
| -0.4% | -$3.26K | 0.02% | 356 |
|
|
2021
Q4 | $697K | Buy |
9,899
+99
| +1% | +$6.97K | 0.02% | 432 |
|
|
2021
Q3 | $666K | Buy |
9,800
+1,381
| +16% | +$93.9K | 0.02% | 413 |
|
|
2021
Q2 | $546K | Buy |
8,419
+2,021
| +32% | +$131K | 0.02% | 433 |
|
|
2021
Q1 | $410K | Buy |
+6,398
| New | +$410K | 0.01% | 391 |
|