Plato Investment Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18
| Closed | -$1.92K | – | 596 |
|
|
2024
Q4 | $1.92K | Hold |
18
| – | – | ﹤0.01% | 567 |
|
|
2024
Q3 | $1.69K | Hold |
18
| – | – | ﹤0.01% | 526 |
|
|
2024
Q2 | $1.52K | Hold |
18
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $1.41K | Hold |
18
| – | – | ﹤0.01% | 468 |
|
|
2023
Q4 | $1.24K | Buy |
+18
| New | +$1.24K | ﹤0.01% | 430 |
|