Rational Advisors’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-13,484
Closed -$950K 290
2021
Q4
$950K Buy
13,484
+1,004
+8% +$70.7K 0.06% 98
2021
Q3
$848K Buy
+12,480
New +$848K 0.07% 110