Sit Investment Associates’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 | $3.02M | Buy |
40,813
+170
| +0.4% | +$13.5K | 0.06% | 250 |
|
|
2025
Q4 | $3.39M | Hold |
40,643
| – | – | 0.07% | 240 |
|
|
2025
Q3 | $3.07M | Hold |
40,643
| – | – | 0.06% | 264 |
|
|
2025
Q2 | $2.81M | Hold |
40,643
| – | – | 0.06% | 275 |
|
|
2025
Q1 | $2.55M | Buy |
40,643
+495
| +1% | +$34.9K | 0.06% | 284 |
|
|
2024
Q4 | $2.84M | Sell |
40,148
-427
| -1% | -$30.5K | 0.06% | 280 |
|
|
2024
Q3 | $2.54M | Sell |
40,575
-1,913
| -5% | -$109K | 0.06% | 282 |
|
|
2024
Q2 | $2.38M | Sell |
42,488
-4,350
| -9% | -$231K | 0.05% | 273 |
|
|
2024
Q1 | $2.44M | Sell |
46,838
-247
| -0.5% | -$12.2K | 0.06% | 278 |
|
|
2023
Q4 | $2.17M | Sell |
47,085
-503
| -1% | -$20.7K | 0.05% | 291 |
|
|
2023
Q3 | $1.95M | Sell |
47,588
-525
| -1% | -$22.1K | 0.05% | 294 |
|
|
2023
Q2 | $1.91M | Sell |
48,113
-337
| -0.7% | -$13.1K | 0.05% | 296 |
|
|
2023
Q1 | $1.91M | Buy |
48,450
+75
| +0.2% | +$3.15K | 0.05% | 303 |
|
|
2022
Q4 | $1.88M | Sell |
48,375
-938
| -2% | -$37.1K | 0.05% | 297 |
|
|
2022
Q3 | $1.71M | Hold |
49,313
| – | – | 0.05% | 295 |
|
|
2022
Q2 | $1.84M | Buy |
49,313
+5,513
| +13% | +$229K | 0.06% | 282 |
|
|
2022
Q1 | $1.98M | Buy |
43,800
+18,712
| +75% | +$898K | 0.05% | 295 |
|
|
2021
Q4 | $1.18M | Buy |
25,088
+1,125
| +5% | +$54.6K | 0.03% | 353 |
|
|
2021
Q3 | $1.09M | Hold |
23,963
| – | – | 0.03% | 352 |
|
|
2021
Q2 | $1.04M | Hold |
23,963
| – | – | 0.03% | 357 |
|
|
2021
Q1 | $1.02M | Hold |
23,963
| – | – | 0.03% | 357 |
|
|
2020
Q4 | $806K | Sell |
23,963
-618
| -3% | -$18.3K | 0.02% | 369 |
|
|
2020
Q3 | $552K | Buy |
24,581
+3,993
| +19% | +$89.2K | 0.02% | 379 |
|
|
2020
Q2 | $434K | Hold |
20,588
| – | – | 0.01% | 379 |
|
|
2020
Q1 | $378K | Hold |
20,588
| – | – | 0.01% | 393 |
|
|
2019
Q4 | $555K | Buy |
20,588
+4,838
| +31% | +$126K | 0.02% | 380 |
|
|
2019
Q3 | $402K | Sell |
15,750
-1,238
| -7% | -$31.1K | 0.01% | 398 |
|
|
2019
Q2 | $446K | Buy |
16,988
+1,294
| +8% | +$32.9K | 0.01% | 397 |
|
|
2019
Q1 | $368K | Hold |
15,694
| – | – | 0.01% | 413 |
|
|
2018
Q4 | $289K | Buy |
15,694
+1,350
| +9% | +$28K | 0.01% | 426 |
|
|
2018
Q3 | $327K | Buy |
14,344
+1,294
| +10% | +$31.1K | 0.01% | 409 |
|
|
2018
Q2 | $303K | Buy |
+13,050
| New | +$340K | 0.01% | 457 |
|
|
2016
Q1 | – | Sell |
-53,521
| Closed | -$1.01M | – | 490 |
|
|
2015
Q4 | $1.01M | Hold |
53,521
| – | – | 0.02% | 316 |
|
|
2015
Q3 | $1M | Hold |
53,521
| – | – | 0.02% | 313 |
|
|
2015
Q2 | $1.37M | Hold |
53,521
| – | – | 0.03% | 285 |
|
|
2015
Q1 | $1.33M | Sell |
53,521
-35,547
| -40% | -$821K | 0.02% | 279 |
|
|
2014
Q4 | $2.02M | Sell |
89,068
-7,002
| -7% | -$148K | 0.03% | 267 |
|
|
2014
Q3 | $2M | Sell |
96,070
-49,951
| -34% | -$1.04M | 0.03% | 269 |
|
|
2014
Q2 | $3.07M | Buy |
146,021
+26,753
| +22% | +$551K | 0.05% | 261 |
|
|
2014
Q1 | $2.64M | Hold |
119,268
| – | – | 0.05% | 265 |
|
|
2013
Q4 | $2.54M | Sell |
119,268
-3,150
| -3% | -$60.5K | 0.05% | 262 |
|
|
2013
Q3 | $2.24M | Hold |
122,418
| – | – | 0.04% | 262 |
|
|
2013
Q2 | $1.94M | Buy |
+122,418
| New | +$1.85M | 0.04% | 272 |
|
Other funds holding SF
VPM
VCM
