Smartleaf Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1K | Sell |
358
-142
| -28% | -$14.7K | ﹤0.01% | 1287 |
|
|
2025
Q1 | $46.9K | Sell |
500
-28
| -5% | -$2.63K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $56K | Buy |
528
+111
| +27% | +$11.8K | 0.01% | 1125 |
|
|
2024
Q3 | $39.1K | Buy |
417
+122
| +41% | +$11.4K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $23.8K | Buy |
295
+237
| +409% | +$19.1K | ﹤0.01% | 971 |
|
|
2024
Q1 | $4.45K | Buy |
+58
| New | +$4.45K | ﹤0.01% | 1259 |
|