Salem Investment Counselors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.6K | Buy |
+225
| New | +$17.9K | ﹤0.01% | 792 |
|
|
2025
Q4 | – | Sell |
-225
| Closed | -$17K | – | 1001 |
|
|
2025
Q3 | $17K | Hold |
225
| – | – | ﹤0.01% | 783 |
|
|
2025
Q2 | $15.6K | Sell |
225
-75
| -25% | -$4.61K | ﹤0.01% | 770 |
|
|
2025
Q1 | $18.9K | Hold |
300
| – | – | ﹤0.01% | 719 |
|
|
2024
Q4 | $21.2K | Hold |
300
| – | – | ﹤0.01% | 711 |
|
|
2024
Q3 | $18.8K | Sell |
300
-150
| -33% | -$8.56K | ﹤0.01% | 740 |
|
|
2024
Q2 | $25.2K | Sell |
450
-75
| -14% | -$3.97K | ﹤0.01% | 690 |
|
|
2024
Q1 | $27.4K | Sell |
525
-150
| -22% | -$7.39K | ﹤0.01% | 662 |
|
|
2023
Q4 | $31.1K | Hold |
675
| – | – | ﹤0.01% | 633 |
|
|
2023
Q3 | $27.6K | Hold |
675
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $26.9K | Hold |
675
| – | – | ﹤0.01% | 638 |
|
|
2023
Q1 | $26.6K | Hold |
675
| – | – | ﹤0.01% | 646 |
|
|
2022
Q4 | $26.3K | Hold |
675
| – | – | ﹤0.01% | 621 |
|
|
2022
Q3 | $23K | Hold |
675
| – | – | ﹤0.01% | 618 |
|
|
2022
Q2 | $25K | Hold |
675
| – | – | ﹤0.01% | 631 |
|
|
2022
Q1 | $31K | Hold |
675
| – | – | ﹤0.01% | 589 |
|
|
2021
Q4 | $32K | Hold |
675
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $31K | Hold |
675
| – | – | ﹤0.01% | 573 |
|
|
2021
Q2 | $29K | Hold |
675
| – | – | ﹤0.01% | 563 |
|
|
2021
Q1 | $29K | Hold |
675
| – | – | ﹤0.01% | 535 |
|
|
2020
Q4 | $23K | Hold |
675
| – | – | ﹤0.01% | 555 |
|
|
2020
Q3 | $15K | Hold |
675
| – | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $14K | Hold |
675
| – | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $12K | Hold |
675
| – | – | ﹤0.01% | 506 |
|
|
2019
Q4 | $18K | Hold |
675
| – | – | ﹤0.01% | 502 |
|
|
2019
Q3 | $17K | Hold |
675
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $18K | Hold |
675
| – | – | ﹤0.01% | 496 |
|
|
2019
Q1 | $15K | Buy |
+675
| New | +$15.3K | ﹤0.01% | 393 |
|
|
2018
Q4 | – | Sell |
-675
| Closed | -$15K | – | 349 |
|
|
2018
Q3 | $15K | Hold |
675
| – | – | ﹤0.01% | 393 |
|
|
2018
Q2 | $16K | Hold |
675
| – | – | ﹤0.01% | 401 |
|
|
2018
Q1 | $17K | Hold |
675
| – | – | ﹤0.01% | 407 |
|
|
2017
Q4 | $18K | Hold |
675
| – | – | ﹤0.01% | 411 |
|
|
2017
Q3 | $16K | Hold |
675
| – | – | ﹤0.01% | 415 |
|
|
2017
Q2 | $14K | Buy |
+675
| New | +$13.9K | ﹤0.01% | 443 |
|
|
2017
Q1 | – | Sell |
-5,737
| Closed | -$127K | – | 642 |
|
|
2016
Q4 | $127K | Hold |
5,737
| – | – | 0.01% | 269 |
|
|
2016
Q3 | $980 | Sell |
5,737
-66,938
| -92% | -$1.08M | 0.01% | 264 |
|
|
2016
Q2 | $1.02M | Buy |
+72,675
| New | +$1.08M | 0.12% | 133 |
|
Other funds holding SF
VPM
VCM
