Rothschild Investment LLC’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.5K | Buy |
785
+5
| +0.6% | +$519 | 0.01% | 683 |
|
|
2025
Q1 | $73.5K | Buy |
780
+15
| +2% | +$1.41K | ﹤0.01% | 688 |
|
|
2024
Q4 | $81.2K | Hold |
765
| – | – | 0.01% | 682 |
|
|
2024
Q3 | $71.8K | Hold |
765
| – | – | ﹤0.01% | 719 |
|
|
2024
Q2 | $64.4K | Hold |
765
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $59.8K | Hold |
765
| – | – | ﹤0.01% | 696 |
|
|
2023
Q4 | $52.9K | Buy |
+765
| New | +$52.9K | ﹤0.01% | 645 |
|