Sapient Capital’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,594
| Closed | -$275K | – | 379 |
|
|
2024
Q4 | $275K | Sell |
2,594
-195
| -7% | -$20.7K | 0.01% | 311 |
|
|
2024
Q3 | $262K | Sell |
2,789
-615
| -18% | -$57.7K | 0.01% | 337 |
|
|
2024
Q2 | $286K | Hold |
3,404
| – | – | 0.01% | 292 |
|
|
2024
Q1 | $266K | Sell |
3,404
-379
| -10% | -$29.6K | 0.01% | 310 |
|
|
2023
Q4 | $262K | Buy |
+3,783
| New | +$262K | 0.01% | 320 |
|