Rehmann Capital Advisory 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 | $461K | Buy |
4,437
+544
| +14% | +$56.5K | 0.03% | 371 |
|
|
2025
Q1 | $367K | Buy |
3,893
+328
| +9% | +$30.9K | 0.02% | 434 |
|
|
2024
Q4 | $378K | Buy |
3,565
+331
| +10% | +$35.1K | 0.02% | 414 |
|
|
2024
Q3 | $306K | Buy |
3,234
+151
| +5% | +$14.3K | 0.02% | 460 |
|
|
2024
Q2 | $259K | Sell |
3,083
-58
| -2% | -$4.88K | 0.02% | 490 |
|
|
2024
Q1 | $246K | Buy |
+3,141
| New | +$246K | 0.02% | 506 |
|
|
2019
Q3 | $66.6K | Sell |
1,740
-12
| -0.7% | -$459 | 0.01% | 548 |
|
|
2019
Q2 | $69K | Buy |
1,752
+31
| +2% | +$1.22K | 0.01% | 725 |
|
|
2019
Q1 | $60.6K | Sell |
1,721
-79
| -4% | -$2.78K | 0.01% | 751 |
|
|
2018
Q4 | $49.7K | Sell |
1,800
-300
| -14% | -$8.29K | 0.01% | 590 |
|
|
2018
Q3 | $71.8K | Sell |
2,100
-99
| -5% | -$3.38K | 0.01% | 680 |
|
|
2018
Q2 | $76.6K | Buy |
2,199
+186
| +9% | +$6.48K | 0.01% | 642 |
|
|
2018
Q1 | $80K | Buy |
+2,013
| New | +$80K | 0.01% | 611 |
|