Prestige Wealth Management Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.03K | Sell |
41
-1
| -2% | -$79 | ﹤0.01% | 656 |
|
|
2025
Q4 | $3.51K | Hold |
42
| – | – | ﹤0.01% | 654 |
|
|
2025
Q3 | $3.18K | Hold |
42
| – | – | ﹤0.01% | 650 |
|
|
2025
Q2 | $2.91K | Hold |
42
| – | – | ﹤0.01% | 668 |
|
|
2025
Q1 | $2.64K | Hold |
42
| – | – | ﹤0.01% | 689 |
|
|
2024
Q4 | $2.97K | Hold |
42
| – | – | ﹤0.01% | 703 |
|
|
2024
Q3 | $2.63K | Hold |
42
| – | – | ﹤0.01% | 722 |
|
|
2024
Q2 | $2.36K | Hold |
42
| – | – | ﹤0.01% | 690 |
|
|
2024
Q1 | $2.19K | Hold |
42
| – | – | ﹤0.01% | 726 |
|
|
2023
Q4 | $1.94K | Hold |
42
| – | – | ﹤0.01% | 748 |
|
|
2023
Q3 | $1.72K | Hold |
42
| – | – | ﹤0.01% | 764 |
|
|
2023
Q2 | $1.67K | Hold |
42
| – | – | ﹤0.01% | 799 |
|
|
2023
Q1 | $1.66K | Hold |
42
| – | – | ﹤0.01% | 781 |
|
|
2022
Q4 | $1.63K | Hold |
42
| – | – | ﹤0.01% | 874 |
|
|
2022
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 910 |
|
|
2022
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 783 |
|
|
2022
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 805 |
|
|
2021
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 829 |
|
|
2021
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 822 |
|
|
2021
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 818 |
|
|
2021
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 814 |
|
|
2020
Q4 | $1K | Buy |
42
+10
| +31% | +$297 | ﹤0.01% | 887 |
|
|
2020
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 834 |
|
|
2020
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 838 |
|
|
2020
Q1 | $1K | Buy |
+32
| New | +$802 | ﹤0.01% | 835 |
|
Other funds holding SF
VPM
VCM
