Smith, Moore & Co’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 | $243K | Sell |
3,285
-464
| -12% | -$36.8K | 0.02% | 493 |
|
|
2025
Q4 | $313K | Sell |
3,749
-313
| -8% | -$25K | 0.02% | 409 |
|
|
2025
Q3 | $307K | Buy |
4,062
+1
| +0% | +$75 | 0.02% | 402 |
|
|
2025
Q2 | $281K | Sell |
4,061
-168
| -4% | -$10.3K | 0.02% | 411 |
|
|
2025
Q1 | $266K | Sell |
4,229
-264
| -6% | -$18.6K | 0.02% | 400 |
|
|
2024
Q4 | $318K | Sell |
4,493
-525
| -10% | -$37.5K | 0.03% | 362 |
|
|
2024
Q3 | $314K | Sell |
5,018
-2,710
| -35% | -$155K | 0.03% | 354 |
|
|
2024
Q2 | $434K | Sell |
7,728
-4,443
| -37% | -$235K | 0.04% | 287 |
|
|
2024
Q1 | $634K | Sell |
12,171
-2,598
| -18% | -$128K | 0.07% | 232 |
|
|
2023
Q4 | $681K | Sell |
14,769
-612
| -4% | -$25.2K | 0.08% | 210 |
|
|
2023
Q3 | $630K | Sell |
15,381
-521
| -3% | -$21.9K | 0.08% | 201 |
|
|
2023
Q2 | $633K | Sell |
15,902
-292
| -2% | -$11.4K | 0.08% | 211 |
|
|
2023
Q1 | $638K | Buy |
16,194
+342
| +2% | +$14.4K | 0.09% | 203 |
|
|
2022
Q4 | $617K | Sell |
15,852
-18
| -0.1% | -$712 | 0.09% | 200 |
|
|
2022
Q3 | $549K | Buy |
15,870
+24
| +0.2% | +$945 | 0.08% | 210 |
|
|
2022
Q2 | $592K | Sell |
15,846
-122
| -0.8% | -$5.07K | 0.09% | 206 |
|
|
2022
Q1 | $723K | Sell |
15,968
-681
| -4% | -$32.7K | 0.1% | 201 |
|
|
2021
Q4 | $782K | Sell |
16,649
-742
| -4% | -$36K | 0.11% | 188 |
|
|
2021
Q3 | $788K | Sell |
17,391
-446
| -3% | -$19.9K | 0.12% | 173 |
|
|
2021
Q2 | $771K | Sell |
17,837
-1,162
| -6% | -$52.1K | 0.12% | 181 |
|
|
2021
Q1 | $811K | Sell |
18,999
-606
| -3% | -$23.6K | 0.13% | 165 |
|
|
2020
Q4 | $659K | Sell |
19,605
-1,043
| -5% | -$31K | 0.12% | 170 |
|
|
2020
Q3 | $464K | Buy |
20,648
+524
| +3% | +$11.7K | 0.1% | 202 |
|
|
2020
Q2 | $424K | Buy |
20,124
+666
| +3% | +$13.4K | 0.09% | 200 |
|
|
2020
Q1 | $357K | Buy |
19,458
+499
| +3% | +$12.5K | 0.09% | 195 |
|
|
2019
Q4 | $511K | Buy |
18,959
+39
| +0.2% | +$1.02K | 0.11% | 172 |
|
|
2019
Q3 | $483K | Buy |
18,920
+389
| +2% | +$9.77K | 0.11% | 175 |
|
|
2019
Q2 | $486K | Buy |
18,531
+126
| +0.7% | +$3.21K | 0.11% | 181 |
|
|
2019
Q1 | $432K | Sell |
18,405
-3,269
| -15% | -$74K | 0.1% | 196 |
|
|
2018
Q4 | $399K | Buy |
21,674
+2,124
| +11% | +$44K | 0.11% | 191 |
|
|
2018
Q3 | $445K | Buy |
19,550
+1,260
| +7% | +$30.3K | 0.1% | 193 |
|
|
2018
Q2 | $425K | Buy |
18,290
+621
| +4% | +$16.2K | 0.11% | 181 |
|
|
2018
Q1 | $465K | Buy |
17,669
+560
| +3% | +$15.9K | 0.12% | 162 |
|
|
2017
Q4 | $453K | Sell |
17,109
-207
| -1% | -$5.07K | 0.12% | 168 |
|
|
2017
Q3 | $411K | Sell |
17,316
-1,402
| -7% | -$30.4K | 0.12% | 179 |
|
|
2017
Q2 | $383K | Sell |
18,718
-67
| -0.4% | -$1.38K | 0.13% | 156 |
|
|
2017
Q1 | $419K | Sell |
18,785
-1,402
| -7% | -$32.3K | 0.15% | 135 |
|
|
2016
Q4 | $448K | Buy |
20,187
+4
| +0% | +$80 | 0.17% | 120 |
|
|
2016
Q3 | $345K | Buy |
20,183
+291
| +1% | +$4.67K | 0.14% | 145 |
|
|
2016
Q2 | $278K | Sell |
19,892
-666
| -3% | -$9.9K | 0.12% | 161 |
|
|
2016
Q1 | $270K | Buy |
20,558
+8,248
| +67% | +$117K | 0.12% | 157 |
|
|
2015
Q4 | $232K | Sell |
12,310
-58
| -0.5% | -$1.13K | 0.12% | 154 |
|
|
2015
Q3 | $231K | Buy |
12,368
+63
| +0.5% | +$1.43K | 0.13% | 140 |
|
|
2015
Q2 | $316K | Buy |
12,305
+819
| +7% | +$20.2K | 0.16% | 120 |
|
|
2015
Q1 | $285K | Buy |
11,486
+794
| +7% | +$18.3K | 0.15% | 129 |
|
|
2014
Q4 | $242K | Buy |
10,692
+238
| +2% | +$5.04K | 0.13% | 140 |
|
|
2014
Q3 | $218K | Buy |
+10,454
| New | +$218K | 0.12% | 144 |
|
Other funds holding SF
VPM
VCM
