Riverview Trust Company’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 |
-225
| Closed | -$21.2K | – | 524 |
|
|
2025
Q1 | $21.2K | Hold |
225
| – | – | 0.02% | 409 |
|
|
2024
Q4 | $23.9K | Hold |
225
| – | – | 0.02% | 395 |
|
|
2024
Q3 | $21.1K | Hold |
225
| – | – | 0.02% | 446 |
|
|
2024
Q2 | $18.9K | Hold |
225
| – | – | 0.02% | 458 |
|
|
2024
Q1 | $17.6K | Buy |
+225
| New | +$17.6K | 0.01% | 534 |
|
|
2023
Q4 | – | Sell |
-225
| Closed | -$13.8K | – | 544 |
|
|
2023
Q3 | $13.8K | Hold |
225
| – | – | 0.01% | 588 |
|
|
2023
Q2 | $13.4K | Hold |
225
| – | – | 0.01% | 604 |
|
|
2023
Q1 | $13.3K | Hold |
225
| – | – | 0.01% | 579 |
|
|
2022
Q4 | $13K | Buy |
+225
| New | +$13K | 0.01% | 590 |
|
|
2022
Q3 | – | Sell |
-224
| Closed | -$13K | – | 866 |
|
|
2022
Q2 | $13K | Sell |
224
-124
| -36% | -$7.2K | 0.01% | 585 |
|
|
2022
Q1 | $24K | Buy |
+348
| New | +$24K | 0.02% | 410 |
|