Smithfield Trust’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-206
| Closed | -$19K | – | 1068 |
|
|
2025
Q1 | $19K | Hold |
206
| – | – | ﹤0.01% | 743 |
|
|
2024
Q4 | $22K | Hold |
206
| – | – | ﹤0.01% | 726 |
|
|
2024
Q3 | $19K | Buy |
+206
| New | +$19K | ﹤0.01% | 742 |
|
|
2020
Q1 | – | Sell |
-90
| Closed | -$4K | – | 1005 |
|
|
2019
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 843 |
|
|
2019
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 924 |
|
|
2019
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 856 |
|
|
2019
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 862 |
|
|
2018
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 892 |
|
|
2018
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 919 |
|
|
2018
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 926 |
|
|
2018
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 876 |
|
|
2017
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 916 |
|