Private Wealth Management 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 | $4.05K | Hold |
39
| – | – | ﹤0.01% | 841 |
|
|
2025
Q1 | $3.68K | Hold |
39
| – | – | ﹤0.01% | 849 |
|
|
2024
Q4 | $4.14K | Hold |
39
| – | – | ﹤0.01% | 821 |
|
|
2024
Q3 | $3.66K | Hold |
39
| – | – | ﹤0.01% | 851 |
|
|
2024
Q2 | $3.28K | Hold |
39
| – | – | ﹤0.01% | 878 |
|
|
2024
Q1 | $3.05K | Hold |
39
| – | – | ﹤0.01% | 802 |
|
|
2023
Q4 | $2.7K | Buy |
+39
| New | +$2.7K | ﹤0.01% | 848 |
|