San Luis Wealth Advisors’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-21,468	Closed	-$1.28M	–	142
2023 Q2	$1.28M	Buy	21,468 +8,600	+67%	+$513K	0.45%	61
2023 Q1	$760K	Buy	+12,868	New	+$760K	0.29%	98