SEI Investments’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2M | Sell |
242,978
-41,066
| -14% | -$4.26M | 0.03% | 601 |
|
|
2025
Q1 | $26.8M | Buy |
284,044
+60,931
| +27% | +$5.74M | 0.03% | 550 |
|
|
2024
Q4 | $23.7M | Sell |
223,113
-9,097
| -4% | -$965K | 0.03% | 604 |
|
|
2024
Q3 | $21.8M | Buy |
232,210
+26,679
| +13% | +$2.51M | 0.03% | 624 |
|
|
2024
Q2 | $17.3M | Sell |
205,531
-4,653
| -2% | -$392K | 0.02% | 664 |
|
|
2024
Q1 | $16.4M | Sell |
210,184
-10,172
| -5% | -$795K | 0.02% | 692 |
|
|
2023
Q4 | $15.2M | Sell |
220,356
-1,494
| -0.7% | -$103K | 0.02% | 692 |
|
|
2023
Q3 | $13.6M | Buy |
221,850
+15,467
| +7% | +$950K | 0.02% | 692 |
|
|
2023
Q2 | $12.3M | Sell |
206,383
-32,643
| -14% | -$1.95M | 0.02% | 767 |
|
|
2023
Q1 | $14.1M | Buy |
239,026
+23,410
| +11% | +$1.38M | 0.03% | 682 |
|
|
2022
Q4 | $12.6M | Sell |
215,616
-121,534
| -36% | -$7.09M | 0.03% | 632 |
|
|
2022
Q3 | $17.5M | Buy |
337,150
+80,063
| +31% | +$4.16M | 0.04% | 506 |
|
|
2022
Q2 | $14.4M | Buy |
257,087
+91,827
| +56% | +$5.15M | 0.03% | 605 |
|
|
2022
Q1 | $11.2M | Buy |
165,260
+2,135
| +1% | +$145K | 0.02% | 720 |
|
|
2021
Q4 | $11.5M | Buy |
163,125
+10,694
| +7% | +$752K | 0.02% | 730 |
|
|
2021
Q3 | $10.4M | Buy |
152,431
+2,481
| +2% | +$169K | 0.02% | 728 |
|
|
2021
Q2 | $9.71M | Buy |
149,950
+36,640
| +32% | +$2.37M | 0.02% | 748 |
|
|
2021
Q1 | $7.09M | Buy |
113,310
+26,238
| +30% | +$1.64M | 0.02% | 838 |
|
|
2020
Q4 | $4.39M | Sell |
87,072
-54,200
| -38% | -$2.73M | 0.01% | 1027 |
|
|
2020
Q3 | $4.79M | Buy |
141,272
+9,974
| +8% | +$338K | 0.01% | 890 |
|
|
2020
Q2 | $4.15M | Buy |
131,298
+26,137
| +25% | +$827K | 0.01% | 947 |
|
|
2020
Q1 | $2.89M | Buy |
105,161
+26,582
| +34% | +$732K | 0.01% | 993 |
|
|
2019
Q4 | $3.18M | Sell |
78,579
-23,462
| -23% | -$948K | 0.01% | 1124 |
|
|
2019
Q3 | $3.91M | Sell |
102,041
-44,416
| -30% | -$1.7M | 0.01% | 1023 |
|
|
2019
Q2 | $5.77M | Buy |
146,457
+30,153
| +26% | +$1.19M | 0.02% | 867 |
|
|
2019
Q1 | $4.09M | Buy |
116,304
+8,484
| +8% | +$298K | 0.01% | 1016 |
|
|
2018
Q4 | $3.67M | Sell |
107,820
-28,067
| -21% | -$955K | 0.01% | 1049 |
|
|
2018
Q3 | $4.65M | Buy |
135,887
+15,960
| +13% | +$546K | 0.02% | 905 |
|
|
2018
Q2 | $4.18M | Buy |
119,927
+4,301
| +4% | +$150K | 0.01% | 1010 |
|
|
2018
Q1 | $4.57M | Sell |
115,626
-13,100
| -10% | -$517K | 0.02% | 854 |
|
|
2017
Q4 | $5.11M | Buy |
128,726
+50
| +0% | +$1.99K | 0.02% | 900 |
|
|
2017
Q3 | $4.59M | Sell |
128,676
-1,289
| -1% | -$46K | 0.02% | 923 |
|
|
2017
Q2 | $3.98M | Buy |
129,965
+8,633
| +7% | +$265K | 0.02% | 928 |
|
|
2017
Q1 | $4.06M | Buy |
121,332
+5,989
| +5% | +$200K | 0.02% | 892 |
|
|
2016
Q4 | $3.84M | Buy |
115,343
+6,795
| +6% | +$226K | 0.02% | 887 |
|
|
2016
Q3 | $2.78M | Buy |
108,548
+24,660
| +29% | +$632K | 0.01% | 958 |
|
|
2016
Q2 | $1.76M | Buy |
83,888
+65,753
| +363% | +$1.38M | 0.01% | 1032 |
|
|
2016
Q1 | $358K | Buy |
18,135
+231
| +1% | +$4.56K | ﹤0.01% | 1380 |
|
|
2015
Q4 | $506K | Buy |
17,904
+10,734
| +150% | +$303K | ﹤0.01% | 1346 |
|
|
2015
Q3 | $201K | Buy |
7,170
+4,845
| +208% | +$136K | ﹤0.01% | 1602 |
|
|
2015
Q2 | $89K | Buy |
+2,325
| New | +$89K | ﹤0.01% | 1572 |
|
|
2015
Q1 | – | Sell |
-56
| Closed | -$2K | – | 2350 |
|
|
2014
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 2069 |
|