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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.33K | Hold |
45
| – | – | ﹤0.01% | 2300 |
|
|
2025
Q4 | $3.76K | Sell |
45
-44
| -49% | -$3.52K | ﹤0.01% | 2238 |
|
|
2025
Q3 | $6.64K | Hold |
89
| – | – | ﹤0.01% | 2060 |
|
|
2025
Q2 | $6.07K | Sell |
89
-42
| -32% | -$2.58K | ﹤0.01% | 1987 |
|
|
2025
Q1 | $8.2K | Hold |
131
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q4 | $9.23K | Hold |
131
| – | – | ﹤0.01% | 1773 |
|
|
2024
Q3 | $8.17K | Sell |
131
-18
| -12% | -$1.03K | ﹤0.01% | 1794 |
|
|
2024
Q2 | $8.33K | Buy |
149
+45
| +43% | +$2.38K | ﹤0.01% | 1750 |
|
|
2024
Q1 | $5.39K | Hold |
104
| – | – | ﹤0.01% | 1895 |
|
|
2023
Q4 | $4.77K | Sell |
104
-52
| -33% | -$2.14K | ﹤0.01% | 1941 |
|
|
2023
Q3 | $6.39K | Hold |
156
| – | – | ﹤0.01% | 1779 |
|
|
2023
Q2 | $6.21K | Sell |
156
-8
| -5% | -$312 | ﹤0.01% | 1800 |
|
|
2023
Q1 | $6.44K | Sell |
164
-103
| -39% | -$4.33K | ﹤0.01% | 1762 |
|
|
2022
Q4 | $10K | Buy |
267
+34
| +15% | +$1.34K | ﹤0.01% | 1560 |
|
|
2022
Q3 | $8K | Hold |
233
| – | – | ﹤0.01% | 1541 |
|
|
2022
Q2 | $9K | Buy |
+233
| New | +$9.68K | ﹤0.01% | 1550 |
|
|
2014
Q4 | – | Sell |
-475
| Closed | -$10K | – | 1029 |
|
|
2014
Q3 | $10K | Sell |
475
-6
| -1% | -$125 | ﹤0.01% | 1118 |
|
|
2014
Q2 | $10K | Hold |
481
| – | – | ﹤0.01% | 1100 |
|
|
2014
Q1 | $11K | Buy |
481
+9
| +2% | +$191 | ﹤0.01% | 946 |
|
|
2013
Q4 | $10K | Sell |
472
-115
| -20% | -$2.21K | ﹤0.01% | 943 |
|
|
2013
Q3 | $11K | Buy |
587
+216
| +58% | +$3.77K | 0.01% | 888 |
|
|
2013
Q2 | $6K | Buy |
+371
| New | +$5.62K | ﹤0.01% | 1015 |
|
Other funds holding SF
VPM
VCM
