SignatureFD’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 | $237K | Buy |
3,210
+612
| +24% | +$48.6K | ﹤0.01% | 913 |
|
|
2025
Q4 | $217K | Buy |
2,598
+505
| +24% | +$40.4K | ﹤0.01% | 925 |
|
|
2025
Q3 | $158K | Buy |
2,093
+66
| +3% | +$4.94K | ﹤0.01% | 1061 |
|
|
2025
Q2 | $140K | Sell |
2,027
-1,299
| -39% | -$79.8K | ﹤0.01% | 1074 |
|
|
2025
Q1 | $209K | Buy |
3,326
+1,686
| +103% | +$119K | ﹤0.01% | 859 |
|
|
2024
Q4 | $116K | Buy |
1,640
+108
| +7% | +$7.71K | ﹤0.01% | 1161 |
|
|
2024
Q3 | $95.9K | Buy |
1,532
+32
| +2% | +$1.83K | ﹤0.01% | 1234 |
|
|
2024
Q2 | $84.2K | Sell |
1,500
-138
| -8% | -$7.31K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $85.4K | Buy |
1,638
+93
| +6% | +$4.58K | ﹤0.01% | 1275 |
|
|
2023
Q4 | $71.2K | Buy |
1,545
+351
| +29% | +$14.4K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $48.9K | Buy |
1,194
+31
| +3% | +$1.31K | ﹤0.01% | 1403 |
|
|
2023
Q2 | $46.2K | Sell |
1,163
-13
| -1% | -$507 | ﹤0.01% | 1478 |
|
|
2023
Q1 | $46.3K | Buy |
1,176
+310
| +36% | +$13K | ﹤0.01% | 1430 |
|
|
2022
Q4 | $33.7K | Sell |
866
-358
| -29% | -$14.2K | ﹤0.01% | 1552 |
|
|
2022
Q3 | $42K | Sell |
1,224
-96
| -7% | -$3.78K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $49K | Sell |
1,320
-62
| -4% | -$2.58K | ﹤0.01% | 1308 |
|
|
2022
Q1 | $63K | Buy |
1,382
+203
| +17% | +$9.75K | ﹤0.01% | 1255 |
|
|
2021
Q4 | $55K | Buy |
1,179
+79
| +7% | +$3.84K | ﹤0.01% | 1292 |
|
|
2021
Q3 | $50K | Buy |
1,100
+339
| +45% | +$15.1K | ﹤0.01% | 1299 |
|
|
2021
Q2 | $33K | Sell |
761
-84
| -10% | -$3.77K | ﹤0.01% | 1491 |
|
|
2021
Q1 | $36K | Buy |
845
+23
| +3% | +$896 | ﹤0.01% | 1328 |
|
|
2020
Q4 | $28K | Sell |
822
-4
| -0.5% | -$119 | ﹤0.01% | 1324 |
|
|
2020
Q3 | $19K | Buy |
826
+257
| +45% | +$5.74K | ﹤0.01% | 1408 |
|
|
2020
Q2 | $12K | Buy |
569
+366
| +180% | +$7.35K | ﹤0.01% | 1511 |
|
|
2020
Q1 | $4K | Sell |
203
-15
| -7% | -$376 | ﹤0.01% | 1758 |
|
|
2019
Q4 | $6K | Hold |
218
| – | – | ﹤0.01% | 1606 |
|
|
2019
Q3 | $6K | Hold |
218
| – | – | ﹤0.01% | 1578 |
|
|
2019
Q2 | $6K | Sell |
218
-277
| -56% | -$7.05K | ﹤0.01% | 1543 |
|
|
2019
Q1 | $12K | Hold |
495
| – | – | ﹤0.01% | 1361 |
|
|
2018
Q4 | $9K | Buy |
+495
| New | +$10.3K | ﹤0.01% | 1391 |
|
Other funds holding SF
VPM
VCM
