SJS Investment Consulting’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25K | Sell |
12
-9
| -43% | -$934 | ﹤0.01% | 739 |
|
|
2025
Q1 | $1.98K | Sell |
21
-5
| -19% | -$471 | ﹤0.01% | 731 |
|
|
2024
Q4 | $2.76K | Buy |
26
+1
| +4% | +$106 | ﹤0.01% | 586 |
|
|
2024
Q3 | $2.35K | Hold |
25
| – | – | ﹤0.01% | 722 |
|
|
2024
Q2 | $2.1K | Hold |
25
| – | – | ﹤0.01% | 693 |
|
|
2024
Q1 | $1.96K | Buy |
25
+1
| +4% | +$78 | ﹤0.01% | 763 |
|
|
2023
Q4 | $1.66K | Sell |
24
-5
| -17% | -$346 | ﹤0.01% | 742 |
|
|
2023
Q3 | $1.78K | Buy |
29
+7
| +32% | +$430 | ﹤0.01% | 686 |
|
|
2023
Q2 | $1.31K | Sell |
22
-10
| -31% | -$597 | ﹤0.01% | 776 |
|
|
2023
Q1 | $1.89K | Sell |
32
-1
| -3% | -$59 | ﹤0.01% | 623 |
|
|
2022
Q4 | $1.93K | Buy |
33
+8
| +32% | +$467 | ﹤0.01% | 648 |
|
|
2022
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 893 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1257 |
|