SignatureFD’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
1,351
-866
| -39% | -$89.9K | ﹤0.01% | 1072 |
|
|
2025
Q1 | $209K | Buy |
2,217
+1,124
| +103% | +$106K | ﹤0.01% | 857 |
|
|
2024
Q4 | $116K | Buy |
1,093
+72
| +7% | +$7.64K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $95.9K | Buy |
1,021
+21
| +2% | +$1.97K | ﹤0.01% | 1232 |
|
|
2024
Q2 | $84.2K | Sell |
1,000
-92
| -8% | -$7.74K | ﹤0.01% | 1254 |
|
|
2024
Q1 | $85.4K | Buy |
1,092
+62
| +6% | +$4.85K | ﹤0.01% | 1274 |
|
|
2023
Q4 | $71.2K | Buy |
1,030
+234
| +29% | +$16.2K | ﹤0.01% | 1296 |
|
|
2023
Q3 | $48.9K | Buy |
796
+21
| +3% | +$1.29K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $46.2K | Sell |
775
-9
| -1% | -$537 | ﹤0.01% | 1477 |
|
|
2023
Q1 | $46.3K | Buy |
784
+207
| +36% | +$12.2K | ﹤0.01% | 1431 |
|
|
2022
Q4 | $33.7K | Sell |
577
-239
| -29% | -$14K | ﹤0.01% | 1551 |
|
|
2022
Q3 | $42K | Sell |
816
-64
| -7% | -$3.29K | ﹤0.01% | 1364 |
|
|
2022
Q2 | $49K | Sell |
880
-41
| -4% | -$2.28K | ﹤0.01% | 1306 |
|
|
2022
Q1 | $63K | Buy |
921
+135
| +17% | +$9.24K | ﹤0.01% | 1252 |
|
|
2021
Q4 | $55K | Buy |
786
+53
| +7% | +$3.71K | ﹤0.01% | 1290 |
|
|
2021
Q3 | $50K | Buy |
733
+226
| +45% | +$15.4K | ﹤0.01% | 1298 |
|
|
2021
Q2 | $33K | Sell |
507
-56
| -10% | -$3.65K | ﹤0.01% | 1489 |
|
|
2021
Q1 | $36K | Buy |
563
+15
| +3% | +$959 | ﹤0.01% | 1326 |
|
|
2020
Q4 | $28K | Sell |
548
-3
| -0.5% | -$153 | ﹤0.01% | 1322 |
|
|
2020
Q3 | $19K | Buy |
551
+171
| +45% | +$5.9K | ﹤0.01% | 1403 |
|
|
2020
Q2 | $12K | Buy |
380
+245
| +181% | +$7.74K | ﹤0.01% | 1506 |
|
|
2020
Q1 | $4K | Sell |
135
-11
| -8% | -$326 | ﹤0.01% | 1753 |
|
|
2019
Q4 | $6K | Hold |
146
| – | – | ﹤0.01% | 1604 |
|
|
2019
Q3 | $6K | Hold |
146
| – | – | ﹤0.01% | 1576 |
|
|
2019
Q2 | $6K | Sell |
146
-184
| -56% | -$7.56K | ﹤0.01% | 1542 |
|
|
2019
Q1 | $12K | Hold |
330
| – | – | ﹤0.01% | 1360 |
|
|
2018
Q4 | $9K | Buy |
+330
| New | +$9K | ﹤0.01% | 1387 |
|