Smith, Moore & Co’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
2,707
-112
| -4% | -$11.6K | 0.02% | 411 |
|
|
2025
Q1 | $266K | Sell |
2,819
-176
| -6% | -$16.6K | 0.02% | 400 |
|
|
2024
Q4 | $318K | Sell |
2,995
-350
| -10% | -$37.1K | 0.03% | 362 |
|
|
2024
Q3 | $314K | Sell |
3,345
-1,807
| -35% | -$170K | 0.03% | 354 |
|
|
2024
Q2 | $434K | Sell |
5,152
-2,962
| -37% | -$249K | 0.04% | 287 |
|
|
2024
Q1 | $634K | Sell |
8,114
-1,732
| -18% | -$135K | 0.07% | 232 |
|
|
2023
Q4 | $681K | Sell |
9,846
-408
| -4% | -$28.2K | 0.08% | 210 |
|
|
2023
Q3 | $630K | Sell |
10,254
-347
| -3% | -$21.3K | 0.08% | 201 |
|
|
2023
Q2 | $633K | Sell |
10,601
-195
| -2% | -$11.6K | 0.08% | 211 |
|
|
2023
Q1 | $638K | Buy |
10,796
+228
| +2% | +$13.5K | 0.09% | 203 |
|
|
2022
Q4 | $617K | Sell |
10,568
-12
| -0.1% | -$700 | 0.09% | 200 |
|
|
2022
Q3 | $549K | Buy |
10,580
+16
| +0.2% | +$830 | 0.08% | 210 |
|
|
2022
Q2 | $592K | Sell |
10,564
-81
| -0.8% | -$4.54K | 0.09% | 206 |
|
|
2022
Q1 | $723K | Sell |
10,645
-454
| -4% | -$30.8K | 0.1% | 201 |
|
|
2021
Q4 | $782K | Sell |
11,099
-495
| -4% | -$34.9K | 0.11% | 188 |
|
|
2021
Q3 | $788K | Sell |
11,594
-297
| -2% | -$20.2K | 0.12% | 173 |
|
|
2021
Q2 | $771K | Sell |
11,891
-775
| -6% | -$50.3K | 0.12% | 181 |
|
|
2021
Q1 | $811K | Sell |
12,666
-404
| -3% | -$25.9K | 0.13% | 165 |
|
|
2020
Q4 | $659K | Sell |
13,070
-696
| -5% | -$35.1K | 0.12% | 170 |
|
|
2020
Q3 | $464K | Buy |
13,766
+350
| +3% | +$11.8K | 0.1% | 202 |
|
|
2020
Q2 | $424K | Buy |
13,416
+444
| +3% | +$14K | 0.09% | 200 |
|
|
2020
Q1 | $357K | Buy |
12,972
+333
| +3% | +$9.16K | 0.09% | 195 |
|
|
2019
Q4 | $511K | Buy |
12,639
+25
| +0.2% | +$1.01K | 0.11% | 172 |
|
|
2019
Q3 | $483K | Buy |
12,614
+260
| +2% | +$9.96K | 0.11% | 175 |
|
|
2019
Q2 | $486K | Buy |
12,354
+84
| +0.7% | +$3.31K | 0.11% | 181 |
|
|
2019
Q1 | $432K | Sell |
12,270
-2,180
| -15% | -$76.8K | 0.1% | 196 |
|
|
2018
Q4 | $399K | Buy |
14,450
+1,416
| +11% | +$39.1K | 0.11% | 191 |
|
|
2018
Q3 | $445K | Buy |
13,034
+840
| +7% | +$28.7K | 0.1% | 193 |
|
|
2018
Q2 | $425K | Buy |
12,194
+414
| +4% | +$14.4K | 0.11% | 181 |
|
|
2018
Q1 | $465K | Buy |
11,780
+374
| +3% | +$14.8K | 0.12% | 162 |
|
|
2017
Q4 | $453K | Sell |
11,406
-138
| -1% | -$5.48K | 0.12% | 168 |
|
|
2017
Q3 | $411K | Sell |
11,544
-935
| -7% | -$33.3K | 0.12% | 179 |
|
|
2017
Q2 | $383K | Sell |
12,479
-45
| -0.4% | -$1.38K | 0.13% | 156 |
|
|
2017
Q1 | $419K | Sell |
12,524
-934
| -7% | -$31.2K | 0.15% | 135 |
|
|
2016
Q4 | $448K | Buy |
13,458
+3
| +0% | +$100 | 0.17% | 120 |
|
|
2016
Q3 | $345K | Buy |
13,455
+193
| +1% | +$4.95K | 0.14% | 145 |
|
|
2016
Q2 | $278K | Sell |
13,262
-444
| -3% | -$9.31K | 0.12% | 161 |
|
|
2016
Q1 | $270K | Buy |
13,706
+5,499
| +67% | +$108K | 0.12% | 157 |
|
|
2015
Q4 | $232K | Sell |
8,207
-39
| -0.5% | -$1.1K | 0.12% | 154 |
|
|
2015
Q3 | $231K | Buy |
8,246
+42
| +0.5% | +$1.18K | 0.13% | 140 |
|
|
2015
Q2 | $316K | Buy |
8,204
+546
| +7% | +$21K | 0.16% | 120 |
|
|
2015
Q1 | $285K | Buy |
7,658
+530
| +7% | +$19.7K | 0.15% | 129 |
|
|
2014
Q4 | $242K | Buy |
7,128
+159
| +2% | +$5.4K | 0.13% | 140 |
|
|
2014
Q3 | $218K | Buy |
+6,969
| New | +$218K | 0.12% | 144 |
|