Principal Securities’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Sell |
1,505
-137
| -8% | -$14.2K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $174K | Hold |
1,642
| – | – | ﹤0.01% | 1184 |
|
|
2024
Q4 | $174K | Buy |
1,642
+150
| +10% | +$15.9K | ﹤0.01% | 1183 |
|
|
2024
Q3 | $140K | Sell |
1,492
-156
| -9% | -$14.6K | ﹤0.01% | 1240 |
|
|
2024
Q2 | $139K | Buy |
1,648
+221
| +15% | +$18.6K | ﹤0.01% | 1194 |
|
|
2024
Q1 | $112K | Sell |
1,427
-10
| -0.7% | -$782 | ﹤0.01% | 1238 |
|
|
2023
Q4 | $99.4K | Buy |
+1,437
| New | +$99.4K | ﹤0.01% | 1195 |
|