Steward Partners Investment Advisory’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
23,212
-1,501
| -6% | -$156K | 0.02% | 660 |
|
|
2025
Q1 | $2.33M | Buy |
24,713
+105
| +0.4% | +$9.9K | 0.02% | 622 |
|
|
2024
Q4 | $2.61M | Buy |
24,608
+52
| +0.2% | +$5.52K | 0.02% | 561 |
|
|
2024
Q3 | $2.31M | Buy |
24,556
+1,719
| +8% | +$161K | 0.02% | 584 |
|
|
2024
Q2 | $1.92M | Buy |
22,837
+145
| +0.6% | +$12.2K | 0.02% | 597 |
|
|
2024
Q1 | $1.77M | Buy |
22,692
+155
| +0.7% | +$12.1K | 0.02% | 614 |
|
|
2023
Q4 | $1.56M | Buy |
22,537
+141
| +0.6% | +$9.75K | 0.02% | 576 |
|
|
2023
Q3 | $1.38M | Buy |
22,396
+123
| +0.6% | +$7.56K | 0.02% | 569 |
|
|
2023
Q2 | $1.33M | Buy |
22,273
+132
| +0.6% | +$7.88K | 0.02% | 605 |
|
|
2023
Q1 | $1.31M | Sell |
22,141
-1,121
| -5% | -$66.2K | 0.02% | 600 |
|
|
2022
Q4 | $1.36M | Buy |
23,262
+1,287
| +6% | +$75.1K | 0.02% | 565 |
|
|
2022
Q3 | $1.14M | Buy |
21,975
+187
| +0.9% | +$9.71K | 0.02% | 581 |
|
|
2022
Q2 | $1.22M | Buy |
21,788
+115
| +0.5% | +$6.45K | 0.02% | 574 |
|
|
2022
Q1 | $1.47M | Buy |
21,673
+100
| +0.5% | +$6.79K | 0.02% | 573 |
|
|
2021
Q4 | $1.52M | Hold |
21,573
| – | – | 0.02% | 573 |
|
|
2021
Q3 | $1.47M | Hold |
21,573
| – | – | 0.03% | 537 |
|
|
2021
Q2 | $1.4M | Hold |
21,573
| – | – | 0.02% | 558 |
|
|
2021
Q1 | $1.38M | Hold |
21,573
| – | – | 0.02% | 535 |
|
|
2020
Q4 | $1.09M | Hold |
21,573
| – | – | 0.02% | 536 |
|
|
2020
Q3 | $727K | Hold |
21,573
| – | – | 0.02% | 573 |
|
|
2020
Q2 | $682K | Buy |
+21,573
| New | +$682K | 0.02% | 552 |
|
|
2019
Q3 | – | Sell |
-51
| Closed | -$2K | – | 2752 |
|
|
2019
Q2 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 2457 |
|
|
2018
Q1 | – | Sell |
-8
| Closed | – | – | 2317 |
|
|
2017
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1938 |
|