SEI Investments’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 | $30.5M | Buy |
412,508
+30,159
| +8% | +$2.39M | 0.03% | 612 |
|
|
2025
Q4 | $31.9M | Buy |
382,349
+14,613
| +4% | +$1.17M | 0.03% | 547 |
|
|
2025
Q3 | $27.8M | Buy |
367,736
+3,269
| +0.9% | +$245K | 0.03% | 574 |
|
|
2025
Q2 | $25.2M | Sell |
364,467
-61,599
| -14% | -$3.78M | 0.03% | 601 |
|
|
2025
Q1 | $26.8M | Buy |
426,066
+91,396
| +27% | +$6.44M | 0.03% | 550 |
|
|
2024
Q4 | $23.7M | Sell |
334,670
-13,645
| -4% | -$974K | 0.03% | 604 |
|
|
2024
Q3 | $21.8M | Buy |
348,315
+40,018
| +13% | +$2.28M | 0.03% | 624 |
|
|
2024
Q2 | $17.3M | Sell |
308,297
-6,979
| -2% | -$370K | 0.02% | 664 |
|
|
2024
Q1 | $16.4M | Sell |
315,276
-15,258
| -5% | -$751K | 0.02% | 692 |
|
|
2023
Q4 | $15.2M | Sell |
330,534
-2,241
| -0.7% | -$92.2K | 0.02% | 692 |
|
|
2023
Q3 | $13.6M | Buy |
332,775
+23,200
| +7% | +$977K | 0.02% | 692 |
|
|
2023
Q2 | $12.3M | Sell |
309,575
-48,964
| -14% | -$1.91M | 0.02% | 767 |
|
|
2023
Q1 | $14.1M | Buy |
358,539
+35,115
| +11% | +$1.48M | 0.03% | 682 |
|
|
2022
Q4 | $12.6M | Sell |
323,424
-182,301
| -36% | -$7.21M | 0.03% | 632 |
|
|
2022
Q3 | $17.5M | Buy |
505,725
+120,094
| +31% | +$4.73M | 0.04% | 506 |
|
|
2022
Q2 | $14.4M | Buy |
385,631
+137,741
| +56% | +$5.72M | 0.03% | 605 |
|
|
2022
Q1 | $11.2M | Buy |
247,890
+3,202
| +1% | +$154K | 0.02% | 720 |
|
|
2021
Q4 | $11.5M | Buy |
244,688
+16,041
| +7% | +$779K | 0.02% | 730 |
|
|
2021
Q3 | $10.4M | Buy |
228,647
+3,722
| +2% | +$166K | 0.02% | 728 |
|
|
2021
Q2 | $9.71M | Buy |
224,925
+54,960
| +32% | +$2.46M | 0.02% | 748 |
|
|
2021
Q1 | $7.09M | Buy |
169,965
+39,357
| +30% | +$1.53M | 0.02% | 839 |
|
|
2020
Q4 | $4.39M | Sell |
130,608
-81,299
| -38% | -$2.41M | 0.01% | 1028 |
|
|
2020
Q3 | $4.79M | Buy |
211,907
+14,960
| +8% | +$334K | 0.01% | 890 |
|
|
2020
Q2 | $4.15M | Buy |
196,947
+39,206
| +25% | +$788K | 0.01% | 947 |
|
|
2020
Q1 | $2.89M | Buy |
157,741
+39,872
| +34% | +$999K | 0.01% | 993 |
|
|
2019
Q4 | $3.17M | Sell |
117,869
-35,192
| -23% | -$920K | 0.01% | 1124 |
|
|
2019
Q3 | $3.91M | Sell |
153,061
-66,625
| -30% | -$1.67M | 0.01% | 1023 |
|
|
2019
Q2 | $5.77M | Buy |
219,686
+45,230
| +26% | +$1.15M | 0.02% | 867 |
|
|
2019
Q1 | $4.09M | Buy |
174,456
+12,726
| +8% | +$288K | 0.01% | 1016 |
|
|
2018
Q4 | $3.67M | Sell |
161,730
-42,100
| -21% | -$872K | 0.01% | 1050 |
|
|
2018
Q3 | $4.64M | Buy |
203,830
+23,940
| +13% | +$576K | 0.02% | 905 |
|
|
2018
Q2 | $4.18M | Buy |
179,890
+6,451
| +4% | +$168K | 0.01% | 1012 |
|
|
2018
Q1 | $4.57M | Sell |
173,439
-19,649
| -10% | -$557K | 0.02% | 854 |
|
|
2017
Q4 | $5.11M | Buy |
193,088
+74
| +0% | +$1.81K | 0.02% | 900 |
|
|
2017
Q3 | $4.59M | Sell |
193,014
-1,933
| -1% | -$41.9K | 0.02% | 923 |
|
|
2017
Q2 | $3.98M | Buy |
194,947
+12,949
| +7% | +$266K | 0.02% | 928 |
|
|
2017
Q1 | $4.06M | Buy |
181,998
+8,984
| +5% | +$207K | 0.02% | 892 |
|
|
2016
Q4 | $3.84M | Buy |
173,014
+10,193
| +6% | +$205K | 0.02% | 887 |
|
|
2016
Q3 | $2.78M | Buy |
162,821
+36,990
| +29% | +$594K | 0.01% | 958 |
|
|
2016
Q2 | $1.76M | Buy |
125,831
+98,628
| +363% | +$1.47M | 0.01% | 1032 |
|
|
2016
Q1 | $358K | Buy |
27,203
+347
| +1% | +$4.93K | ﹤0.01% | 1380 |
|
|
2015
Q4 | $506K | Buy |
26,856
+16,101
| +150% | +$313K | ﹤0.01% | 1346 |
|
|
2015
Q3 | $201K | Buy |
10,755
+7,267
| +208% | +$165K | ﹤0.01% | 1603 |
|
|
2015
Q2 | $89K | Buy |
+3,488
| New | +$86K | ﹤0.01% | 1573 |
|
|
2015
Q1 | – | Sell |
-83
| Closed | -$2K | – | 2349 |
|
|
2014
Q4 | $2K | Buy |
+83
| New | +$1.76K | ﹤0.01% | 2069 |
|
Other funds holding SF
VPM
VCM
