SMA
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Sage Mountain Advisors’s Stifel SF Stock Holding History

Sage Mountain Advisors’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 		$265K Sell
2,553
-236
-8% -$24.5K 0.02% 360
2025
Q1 		$263K Sell
2,789
-53
-2% -$5K 0.02% 330
2024
Q4 		$301K Sell
2,842
-220
-7% -$23.3K 0.02% 295
2024
Q3 		$288K Buy
+3,062
New +$288K 0.02% 293