Perigon Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
3,503
-33
| -0.9% | -$3.43K | 0.01% | 780 |
|
|
2025
Q1 | $333K | Buy |
3,536
+5
| +0.1% | +$471 | 0.01% | 771 |
|
|
2024
Q4 | $395K | Buy |
3,531
+153
| +5% | +$17.1K | 0.01% | 714 |
|
|
2024
Q3 | $317K | Sell |
3,378
-66
| -2% | -$6.2K | 0.01% | 765 |
|
|
2024
Q2 | $290K | Buy |
3,444
+479
| +16% | +$40.3K | 0.01% | 701 |
|
|
2024
Q1 | $232K | Buy |
+2,965
| New | +$232K | 0.01% | 755 |
|
|
2023
Q2 | – | Sell |
-3,572
| Closed | -$211K | – | 803 |
|
|
2023
Q1 | $211K | Sell |
3,572
-1,137
| -24% | -$67.2K | 0.01% | 655 |
|
|
2022
Q4 | $275K | Buy |
+4,709
| New | +$275K | 0.02% | 559 |
|