Sit Investment Associates’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Hold |
27,095
| – | – | 0.06% | 275 |
|
|
2025
Q1 | $2.55M | Buy |
27,095
+330
| +1% | +$31.1K | 0.06% | 284 |
|
|
2024
Q4 | $2.84M | Sell |
26,765
-285
| -1% | -$30.2K | 0.06% | 280 |
|
|
2024
Q3 | $2.54M | Sell |
27,050
-1,275
| -5% | -$120K | 0.06% | 282 |
|
|
2024
Q2 | $2.38M | Sell |
28,325
-2,900
| -9% | -$244K | 0.05% | 273 |
|
|
2024
Q1 | $2.44M | Sell |
31,225
-165
| -0.5% | -$12.9K | 0.06% | 278 |
|
|
2023
Q4 | $2.17M | Sell |
31,390
-335
| -1% | -$23.2K | 0.05% | 291 |
|
|
2023
Q3 | $1.95M | Sell |
31,725
-350
| -1% | -$21.5K | 0.05% | 294 |
|
|
2023
Q2 | $1.91M | Sell |
32,075
-225
| -0.7% | -$13.4K | 0.05% | 296 |
|
|
2023
Q1 | $1.91M | Buy |
32,300
+50
| +0.2% | +$2.96K | 0.05% | 303 |
|
|
2022
Q4 | $1.88M | Sell |
32,250
-625
| -2% | -$36.5K | 0.05% | 297 |
|
|
2022
Q3 | $1.71M | Hold |
32,875
| – | – | 0.05% | 295 |
|
|
2022
Q2 | $1.84M | Buy |
32,875
+3,675
| +13% | +$206K | 0.06% | 282 |
|
|
2022
Q1 | $1.98M | Buy |
29,200
+12,475
| +75% | +$847K | 0.05% | 295 |
|
|
2021
Q4 | $1.18M | Buy |
16,725
+750
| +5% | +$52.8K | 0.03% | 353 |
|
|
2021
Q3 | $1.09M | Hold |
15,975
| – | – | 0.03% | 352 |
|
|
2021
Q2 | $1.04M | Hold |
15,975
| – | – | 0.03% | 357 |
|
|
2021
Q1 | $1.02M | Hold |
15,975
| – | – | 0.03% | 357 |
|
|
2020
Q4 | $806K | Sell |
15,975
-413
| -3% | -$20.8K | 0.02% | 369 |
|
|
2020
Q3 | $552K | Buy |
16,388
+2,663
| +19% | +$89.7K | 0.02% | 379 |
|
|
2020
Q2 | $434K | Hold |
13,725
| – | – | 0.01% | 379 |
|
|
2020
Q1 | $378K | Hold |
13,725
| – | – | 0.01% | 393 |
|
|
2019
Q4 | $555K | Buy |
13,725
+3,225
| +31% | +$130K | 0.02% | 380 |
|
|
2019
Q3 | $402K | Sell |
10,500
-825
| -7% | -$31.6K | 0.01% | 398 |
|
|
2019
Q2 | $446K | Buy |
11,325
+862
| +8% | +$33.9K | 0.01% | 397 |
|
|
2019
Q1 | $368K | Hold |
10,463
| – | – | 0.01% | 413 |
|
|
2018
Q4 | $289K | Buy |
10,463
+900
| +9% | +$24.9K | 0.01% | 426 |
|
|
2018
Q3 | $327K | Buy |
9,563
+863
| +10% | +$29.5K | 0.01% | 409 |
|
|
2018
Q2 | $303K | Buy |
+8,700
| New | +$303K | 0.01% | 457 |
|
|
2016
Q1 | – | Sell |
-35,681
| Closed | -$1.01M | – | 490 |
|
|
2015
Q4 | $1.01M | Hold |
35,681
| – | – | 0.02% | 316 |
|
|
2015
Q3 | $1M | Hold |
35,681
| – | – | 0.02% | 313 |
|
|
2015
Q2 | $1.37M | Hold |
35,681
| – | – | 0.03% | 285 |
|
|
2015
Q1 | $1.33M | Sell |
35,681
-23,698
| -40% | -$881K | 0.02% | 279 |
|
|
2014
Q4 | $2.02M | Sell |
59,379
-4,668
| -7% | -$159K | 0.03% | 267 |
|
|
2014
Q3 | $2M | Sell |
64,047
-33,300
| -34% | -$1.04M | 0.03% | 269 |
|
|
2014
Q2 | $3.07M | Buy |
97,347
+17,835
| +22% | +$563K | 0.05% | 261 |
|
|
2014
Q1 | $2.64M | Hold |
79,512
| – | – | 0.05% | 265 |
|
|
2013
Q4 | $2.54M | Sell |
79,512
-2,100
| -3% | -$67.1K | 0.05% | 262 |
|
|
2013
Q3 | $2.24M | Hold |
81,612
| – | – | 0.04% | 262 |
|
|
2013
Q2 | $1.94M | Buy |
+81,612
| New | +$1.94M | 0.04% | 272 |
|