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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $314K | Sell |
|
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|
2024
Q2 | $434K | Sell |
|
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|
2024
Q1 | $634K | Sell |
|
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $630K | Sell |
|
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|
2023
Q2 | $633K | Sell |
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|
2023
Q1 | $638K | Buy |
|
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|
2022
Q4 | $617K | Sell |
|
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|
2022
Q3 | $549K | Buy |
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|
2022
Q2 | $592K | Sell |
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|
2022
Q1 | $723K | Sell |
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|
2021
Q4 | $782K | Sell |
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|
2021
Q3 | $788K | Sell |
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|
2021
Q2 | $771K | Sell |
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|
2021
Q1 | $811K | Sell |
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|
2020
Q4 | $659K | Sell |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $424K | Buy |
|
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|
2020
Q1 | $357K | Buy |
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|
2019
Q4 | $511K | Buy |
|
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|
2019
Q3 | $483K | Buy |
|
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|
2019
Q2 | $486K | Buy |
|
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|
2019
Q1 | $432K | Sell |
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|
2018
Q4 | $399K | Buy |
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|
2018
Q3 | $445K | Buy |
|
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|
2018
Q2 | $425K | Buy |
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|
2018
Q1 | $465K | Buy |
|
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|
2017
Q4 | $453K | Sell |
|
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|
2017
Q3 | $411K | Sell |
|
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|
2017
Q2 | $383K | Sell |
|
|||||
|
2017
Q1 | $419K | Sell |
|
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|
2016
Q4 | $448K | Buy |
|
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|
2016
Q3 | $345K | Buy |
|
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|
2016
Q2 | $278K | Sell |
|
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|
2016
Q1 | $270K | Buy |
|
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|
2015
Q4 | $232K | Sell |
|
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|
2015
Q3 | $231K | Buy |
|
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|
2015
Q2 | $316K | Buy |
|
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|
2015
Q1 | $285K | Buy |
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|
2014
Q4 | $242K | Buy |
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|
2014
Q3 | $218K | Buy |
|