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Ritholtz Wealth Management’s Stifel SF Stock Holding History

Ritholtz Wealth Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$255K Sell
2,456
-662
-21% -$68.7K 0.01% 848
2025
Q1 		$294K Buy
3,118
+406
+15% +$38.3K 0.01% 753
2024
Q4 		$288K Sell
2,712
-11
-0.4% -$1.17K 0.01% 722
2024
Q3 		$256K Buy
+2,723
New +$256K 0.01% 745