Sherbrooke Park Advisers’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
2,541
-8,966
| -78% | -$930K | 0.11% | 328 |
|
|
2025
Q1 | $1.08M | Buy |
11,507
+8,317
| +261% | +$784K | 0.51% | 17 |
|
|
2024
Q4 | $338K | Buy |
+3,190
| New | +$338K | 0.11% | 345 |
|
|
2024
Q2 | – | Sell |
-12,973
| Closed | -$1.01M | – | 1173 |
|
|
2024
Q1 | $1.01M | Buy |
+12,973
| New | +$1.01M | 0.2% | 149 |
|
|
2023
Q3 | – | Sell |
-5,384
| Closed | -$321K | – | 610 |
|
|
2023
Q2 | $321K | Buy |
+5,384
| New | +$321K | 0.17% | 245 |
|