Private Advisor 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 | $658K | Buy |
+6,345
| New | +$658K | ﹤0.01% | 1537 |
|
|
2025
Q1 | – | Sell |
-2,723
| Closed | -$289K | – | 2365 |
|
|
2024
Q4 | $289K | Sell |
2,723
-202
| -7% | -$21.4K | ﹤0.01% | 1879 |
|
|
2024
Q3 | $275K | Buy |
2,925
+14
| +0.5% | +$1.32K | ﹤0.01% | 2004 |
|
|
2024
Q2 | $245K | Buy |
2,911
+56
| +2% | +$4.71K | ﹤0.01% | 2025 |
|
|
2024
Q1 | $223K | Buy |
+2,855
| New | +$223K | ﹤0.01% | 2047 |
|
|
2022
Q1 | – | Sell |
-3,187
| Closed | -$224K | – | 2234 |
|
|
2021
Q4 | $224K | Sell |
3,187
-3,087
| -49% | -$217K | ﹤0.01% | 1869 |
|
|
2021
Q3 | $426K | Buy |
6,274
+3,145
| +101% | +$214K | ﹤0.01% | 1587 |
|
|
2021
Q2 | $203K | Sell |
3,129
-387
| -11% | -$25.1K | ﹤0.01% | 1819 |
|
|
2021
Q1 | $225K | Buy |
+3,516
| New | +$225K | ﹤0.01% | 1680 |
|