Private Advisor 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
Q3 | $720K | Buy |
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|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $289K | Sell |
|
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $245K | Buy |
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|
2024
Q1 | $223K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $225K | Buy |
|