PFS Investments’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$2.51M Buy
42,115
+5,377
+15% +$321K 0.04% 305
2023
Q1
$2.07M Buy
+36,738
New +$2.07M 0.04% 303