SageView Advisory Group’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,006
Closed -$1.46M 729
2024
Q1
$1.46M Buy
+16,006
New +$1.46M 0.07% 146