Pathstone Family Office’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $791K | Buy |
|
|||||
|
2023
Q2 | $515K | Sell |
|
|||||
|
2023
Q1 | $512K | Sell |
|
|||||
|
2022
Q4 | $1.05M | Sell |
|
|||||
|
2022
Q3 | $1.13M | Buy |
|
|||||
|
2022
Q2 | $561K | Buy |
|
|||||
|
2022
Q1 | $892K | Sell |
|
|||||
|
2021
Q4 | $697K | Buy |
|
|||||
|
2021
Q3 | $666K | Buy |
|
|||||
|
2021
Q2 | $546K | Buy |
|
|||||
|
2021
Q1 | $410K | Buy |
|