Pathstone Holdings’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Sell |
44,634
-2,136
| -5% | -$222K | 0.02% | 567 |
|
|
2025
Q1 | $4.41M | Buy |
46,770
+248
| +0.5% | +$23.4K | 0.02% | 604 |
|
|
2024
Q4 | $4.94M | Sell |
46,522
-1,371
| -3% | -$145K | 0.02% | 543 |
|
|
2024
Q3 | $4.5M | Buy |
47,893
+378
| +0.8% | +$35.5K | 0.02% | 585 |
|
|
2024
Q2 | $4M | Buy |
47,515
+244
| +0.5% | +$20.5K | 0.02% | 612 |
|
|
2024
Q1 | $3.7M | Buy |
47,271
+30,723
| +186% | +$2.4M | 0.02% | 630 |
|
|
2023
Q4 | $1.14M | Buy |
+16,548
| New | +$1.14M | 0.01% | 1004 |
|