Spire Wealth 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 | $1.56K | Buy |
+15
| New | +$1.56K | ﹤0.01% | 2221 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$886 | – | 2519 |
|
|
2023
Q1 | $886 | Hold |
15
| – | – | ﹤0.01% | 2401 |
|
|
2022
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 2246 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2132 |
|
|
2022
Q2 | $1K | Sell |
15
-30
| -67% | -$2K | ﹤0.01% | 2570 |
|
|
2022
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 2347 |
|