Prestige Wealth Management Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91K | Hold |
28
| – | – | ﹤0.01% | 666 |
|
|
2025
Q1 | $2.64K | Hold |
28
| – | – | ﹤0.01% | 687 |
|
|
2024
Q4 | $2.97K | Hold |
28
| – | – | ﹤0.01% | 702 |
|
|
2024
Q3 | $2.63K | Hold |
28
| – | – | ﹤0.01% | 720 |
|
|
2024
Q2 | $2.36K | Hold |
28
| – | – | ﹤0.01% | 687 |
|
|
2024
Q1 | $2.19K | Hold |
28
| – | – | ﹤0.01% | 724 |
|
|
2023
Q4 | $1.94K | Hold |
28
| – | – | ﹤0.01% | 745 |
|
|
2023
Q3 | $1.72K | Hold |
28
| – | – | ﹤0.01% | 759 |
|
|
2023
Q2 | $1.67K | Hold |
28
| – | – | ﹤0.01% | 795 |
|
|
2023
Q1 | $1.66K | Hold |
28
| – | – | ﹤0.01% | 779 |
|
|
2022
Q4 | $1.63K | Hold |
28
| – | – | ﹤0.01% | 872 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 910 |
|
|
2022
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 783 |
|
|
2022
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 805 |
|
|
2021
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 829 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 822 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 818 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 814 |
|
|
2020
Q4 | $1K | Buy |
28
+7
| +33% | +$250 | ﹤0.01% | 887 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 834 |
|
|
2020
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 838 |
|
|
2020
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 835 |
|