Simplex Trading’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,000
| Closed | -$207K | – | 9957 |
|
|
2025
Q2 | $207K | Sell |
3,000
-22,950
| -88% | -$1.41M | ﹤0.01% | 4460 |
|
|
2025
Q1 | $1.63M | Buy |
25,950
+25,500
| +5,667% | +$1.8M | ﹤0.01% | 2232 |
|
|
2024
Q4 | $31K | Sell |
450
-1,950
| -81% | -$139K | ﹤0.01% | 6327 |
|
|
2024
Q3 | $150K | Sell |
2,400
-3,000
| -56% | -$171K | ﹤0.01% | 4818 |
|
|
2024
Q2 | $302K | Sell |
5,400
-20,550
| -79% | -$1.09M | ﹤0.01% | 4215 |
|
|
2024
Q1 | $1.35M | Sell |
25,950
-1,800
| -6% | -$88.6K | ﹤0.01% | 2806 |
|
|
2023
Q4 | $1.28M | Buy |
27,750
+750
| +3% | +$30.8K | ﹤0.01% | 2781 |
|
|
2023
Q3 | $1.1M | Buy |
27,000
+25,350
| +1,536% | +$1.07M | ﹤0.01% | 2565 |
|
|
2023
Q2 | $65K | Sell |
1,650
-4,800
| -74% | -$187K | ﹤0.01% | 5560 |
|
|
2023
Q1 | $254K | Buy |
6,450
+5,400
| +514% | +$227K | ﹤0.01% | 4041 |
|
|
2022
Q4 | $40K | Sell |
1,050
-300
| -22% | -$11.9K | ﹤0.01% | 6159 |
|
|
2022
Q3 | $46K | Buy |
1,350
+300
| +29% | +$11.8K | ﹤0.01% | 6565 |
|
|
2022
Q2 | $39K | Sell |
1,050
-42,600
| -98% | -$1.77M | ﹤0.01% | 6821 |
|
|
2022
Q1 | $1.98M | Buy |
43,650
+39,450
| +939% | +$1.89M | ﹤0.01% | 2129 |
|
|
2021
Q4 | $197K | Sell |
4,200
-11,850
| -74% | -$575K | ﹤0.01% | 5217 |
|
|
2021
Q3 | $702K | Hold |
16,050
| – | – | ﹤0.01% | 3600 |
|
|
2021
Q2 | $694K | Buy |
16,050
+16,030
| +80,150% | +$719K | ﹤0.01% | 3664 |
|
|
2021
Q1 | $83K | Sell |
20
-9
| -31% | -$351 | ﹤0.01% | 5994 |
|
|
2020
Q4 | $120K | Sell |
29
-102
| -78% | -$3.03K | ﹤0.01% | 5260 |
|
|
2020
Q3 | $293K | Buy |
131
+99
| +309% | +$2.21K | ﹤0.01% | 3629 |
|
|
2020
Q2 | $66K | Buy |
32
+30
| +1,500% | +$603 | ﹤0.01% | 5230 |
|
|
2020
Q1 | $4K | Hold |
2
| – | – | ﹤0.01% | 6975 |
|
|
2019
Q4 | $6K | Sell |
2
-59
| -97% | -$1.54K | ﹤0.01% | 6639 |
|
|
2019
Q3 | $154K | Buy |
+61
| New | +$1.53K | ﹤0.01% | 3844 |
|
|
2019
Q2 | – | Sell |
-25
| Closed | -$58K | – | 7716 |
|
|
2019
Q1 | $58K | Sell |
25
-398
| -94% | -$9.02K | ﹤0.01% | 4889 |
|
|
2018
Q4 | $778K | Buy |
423
+387
| +1,075% | +$8.02K | ﹤0.01% | 1849 |
|
|
2018
Q3 | $82K | Sell |
36
-108
| -75% | -$2.6K | ﹤0.01% | 4643 |
|
|
2018
Q2 | $334K | Buy |
144
+130
| +929% | +$3.38K | ﹤0.01% | 2892 |
|
|
2018
Q1 | $2K | Buy |
+14
| New | +$397 | ﹤0.01% | 5340 |
|
|
2017
Q3 | – | Sell |
-106
| Closed | -$5K | – | 6558 |
|
|
2017
Q2 | $5K | Sell |
106
-81
| -43% | -$1.66K | ﹤0.01% | 4624 |
|
|
2017
Q1 | $44K | Buy |
187
+27
| +17% | +$622 | ﹤0.01% | 2493 |
|
|
2016
Q4 | $1K | Buy |
+160
| New | +$3.21K | ﹤0.01% | 5497 |
|
|
2016
Q3 | – | Sell |
-52
| Closed | -$4K | – | 6382 |
|
|
2016
Q2 | $4K | Sell |
52
-40
| -43% | -$595 | ﹤0.01% | 4471 |
|
|
2016
Q1 | $34K | Buy |
92
+9
| +11% | +$128 | ﹤0.01% | 2316 |
|
|
2015
Q4 | $21K | Buy |
83
+38
| +84% | +$739 | ﹤0.01% | 2650 |
|
|
2015
Q3 | $26K | Buy |
+45
| New | +$1.02K | ﹤0.01% | 2543 |
|
Other funds holding SF
VPM
VCM
Simplex Trading's SF Position: Q3 2025 in Review
Simplex Trading sold out of Stifel (SF) in Q3 2025, closing a stake of 6,434 shares — an estimated $482K sold.
Simplex Trading first reported a position in SF in Q3 2015 and held it in 9 quarters. The position peaked at $575K in Q4 2018. 551 funds tracked by Wall St. Rank hold SF as of Q3 2025.
- Simplex Trading reported no remaining Stifel position as of Q3 2025 after selling out during the quarter.
- Simplex Trading sold 6,434 Stifel shares in Q3 2025, an estimated $482K.
- Simplex Trading first reported a position in Stifel in Q3 2015 and held it in 9 quarters.
- Simplex Trading's Stifel position peaked at $575K in Q4 2018.
- 551 funds tracked by Wall St. Rank held Stifel as of Q3 2025.
Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.