Petrus Trust Company’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,054
| Closed | -$948K | – | 697 |
|
|
2025
Q1 | $948K | Buy |
+10,054
| New | +$948K | 0.09% | 45 |
|
|
2023
Q3 | – | Sell |
-7,701
| Closed | -$460K | – | 716 |
|
|
2023
Q2 | $460K | Buy |
+7,701
| New | +$460K | 0.05% | 183 |
|
|
2022
Q4 | – | Sell |
-4,982
| Closed | -$259K | – | 545 |
|
|
2022
Q3 | $259K | Buy |
+4,982
| New | +$259K | 0.04% | 111 |
|