Planning Capital Management Corporation’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$21K Hold
224
0.01% 287
2024
Q2
$18.9K Hold
224
0.01% 292
2024
Q1
$17.5K Hold
224
0.01% 317
2023
Q4
$15.5K Buy
+224
New +$15.5K 0.01% 351