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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91K | Hold |
|
|||||
|
2025
Q1 | $2.64K | Hold |
|
|||||
|
2024
Q4 | $2.97K | Hold |
|
|||||
|
2024
Q3 | $2.63K | Hold |
|
|||||
|
2024
Q2 | $2.36K | Hold |
|
|||||
|
2024
Q1 | $2.19K | Hold |
|
|||||
|
2023
Q4 | $1.94K | Hold |
|
|||||
|
2023
Q3 | $1.72K | Hold |
|
|||||
|
2023
Q2 | $1.67K | Hold |
|
|||||
|
2023
Q1 | $1.66K | Hold |
|
|||||
|
2022
Q4 | $1.63K | Hold |
|
|||||
|
2022
Q3 | $1K | Hold |
|
|||||
|
2022
Q2 | $2K | Hold |
|
|||||
|
2022
Q1 | $2K | Hold |
|
|||||
|
2021
Q4 | $2K | Hold |
|
|||||
|
2021
Q3 | $2K | Hold |
|
|||||
|
2021
Q2 | $2K | Hold |
|
|||||
|
2021
Q1 | $2K | Hold |
|
|||||
|
2020
Q4 | $1K | Buy |
|
|||||
|
2020
Q3 | $1K | Hold |
|
|||||
|
2020
Q2 | $1K | Hold |
|
|||||
|
2020
Q1 | $1K | Buy |
|