Rise 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 | $21.4K | Buy |
207
+1
| +0.5% | +$104 | 0.01% | 492 |
|
|
2025
Q1 | $19.4K | Sell |
206
-64
| -24% | -$6.02K | 0.01% | 512 |
|
|
2024
Q4 | $28.7K | Buy |
270
+1
| +0.4% | +$106 | 0.01% | 417 |
|
|
2024
Q3 | $25.3K | Buy |
269
+1
| +0.4% | +$94 | 0.01% | 518 |
|
|
2024
Q2 | $22.5K | Buy |
268
+2
| +0.8% | +$168 | 0.01% | 548 |
|
|
2024
Q1 | $20.8K | Buy |
+266
| New | +$20.8K | 0.01% | 625 |
|