Stanley-Laman Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Sell |
32,783
-2,296
| -7% | -$238K | 0.51% | 91 |
|
|
2025
Q1 | $3.31M | Sell |
35,079
-1,899
| -5% | -$179K | 0.51% | 90 |
|
|
2024
Q4 | $3.92M | Sell |
36,978
-10,917
| -23% | -$1.16M | 0.55% | 75 |
|
|
2024
Q3 | $4.5M | Buy |
47,895
+1,969
| +4% | +$185K | 0.63% | 57 |
|
|
2024
Q2 | $3.86M | Buy |
45,926
+2,921
| +7% | +$246K | 0.56% | 79 |
|
|
2024
Q1 | $3.36M | Buy |
43,005
+192
| +0.4% | +$15K | 0.47% | 101 |
|
|
2023
Q4 | $2.96M | Sell |
42,813
-61
| -0.1% | -$4.22K | 0.45% | 96 |
|
|
2023
Q3 | $2.63M | Buy |
+42,874
| New | +$2.63M | 0.45% | 100 |
|