Roberts, Glore & Co’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $200K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Buy |
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