Ruedi Wealth Management’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
-43
Closed -$4.05K 272
2025
Q1
$4.05K Hold
43
﹤0.01% 228
2024
Q4
$4.56K Hold
43
﹤0.01% 220
2024
Q3
$4.04K Sell
43
-43
-50% -$4.04K ﹤0.01% 229
2024
Q2
$7.24K Buy
+86
New +$7.24K ﹤0.01% 213