Private Trust Company’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07K | Sell |
59
-28
| -32% | -$2.88K | ﹤0.01% | 1987 |
|
|
2025
Q1 | $8.2K | Hold |
87
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q4 | $9.23K | Hold |
87
| – | – | ﹤0.01% | 1773 |
|
|
2024
Q3 | $8.17K | Sell |
87
-12
| -12% | -$1.13K | ﹤0.01% | 1794 |
|
|
2024
Q2 | $8.33K | Buy |
99
+30
| +43% | +$2.53K | ﹤0.01% | 1750 |
|
|
2024
Q1 | $5.39K | Hold |
69
| – | – | ﹤0.01% | 1895 |
|
|
2023
Q4 | $4.77K | Sell |
69
-35
| -34% | -$2.42K | ﹤0.01% | 1941 |
|
|
2023
Q3 | $6.39K | Hold |
104
| – | – | ﹤0.01% | 1779 |
|
|
2023
Q2 | $6.21K | Sell |
104
-5
| -5% | -$298 | ﹤0.01% | 1800 |
|
|
2023
Q1 | $6.44K | Sell |
109
-69
| -39% | -$4.08K | ﹤0.01% | 1762 |
|
|
2022
Q4 | $10K | Buy |
178
+23
| +15% | +$1.29K | ﹤0.01% | 1560 |
|
|
2022
Q3 | $8K | Hold |
155
| – | – | ﹤0.01% | 1541 |
|
|
2022
Q2 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 1550 |
|
|
2014
Q4 | – | Sell |
-317
| Closed | -$10K | – | 1030 |
|
|
2014
Q3 | $10K | Sell |
317
-4
| -1% | -$126 | ﹤0.01% | 1118 |
|
|
2014
Q2 | $10K | Hold |
321
| – | – | ﹤0.01% | 1100 |
|
|
2014
Q1 | $11K | Buy |
321
+6
| +2% | +$206 | ﹤0.01% | 946 |
|
|
2013
Q4 | $10K | Sell |
315
-77
| -20% | -$2.44K | ﹤0.01% | 943 |
|
|
2013
Q3 | $11K | Buy |
392
+144
| +58% | +$4.04K | 0.01% | 888 |
|
|
2013
Q2 | $6K | Buy |
+248
| New | +$6K | ﹤0.01% | 1015 |
|