Private Trust Company’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 | $6.64K | Hold |
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|
2025
Q2 | $6.07K | Sell |
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|
2025
Q1 | $8.2K | Hold |
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|
2024
Q4 | $9.23K | Hold |
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|
2024
Q3 | $8.17K | Sell |
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|
2024
Q2 | $8.33K | Buy |
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|
2024
Q1 | $5.39K | Hold |
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|
2023
Q4 | $4.77K | Sell |
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|
2023
Q3 | $6.39K | Hold |
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|
2023
Q2 | $6.21K | Sell |
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|
2023
Q1 | $6.44K | Sell |
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|
2022
Q4 | $10K | Buy |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $10K | Sell |
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|
2014
Q2 | $10K | Hold |
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|
2014
Q1 | $11K | Buy |
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|
2013
Q4 | $10K | Sell |
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|
2013
Q3 | $11K | Buy |
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|
2013
Q2 | $6K | Buy |
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