Provenance Wealth Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$1.32K | – | 526 |
|
|
2025
Q1 | $1.32K | Hold |
14
| – | – | ﹤0.01% | 443 |
|
|
2024
Q4 | $1.49K | Hold |
14
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $1.32K | Hold |
14
| – | – | ﹤0.01% | 507 |
|
|
2024
Q2 | $1.18K | Hold |
14
| – | – | ﹤0.01% | 429 |
|
|
2024
Q1 | $1.09K | Hold |
14
| – | – | ﹤0.01% | 469 |
|
|
2023
Q4 | $968 | Hold |
14
| – | – | ﹤0.01% | 530 |
|
|
2023
Q3 | $860 | Buy |
+14
| New | +$860 | ﹤0.01% | 423 |
|