Steward Partners Investment Advisory’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.87M | Buy |
38,807
+3,633
| +10% | +$288K | 0.01% | 715 |
|
|
2025
Q4 | $2.94M | Buy |
35,174
+171
| +0.5% | +$13.7K | 0.02% | 643 |
|
|
2025
Q3 | $2.65M | Buy |
35,003
+185
| +0.5% | +$13.8K | 0.02% | 669 |
|
|
2025
Q2 | $2.41M | Sell |
34,818
-2,252
| -6% | -$138K | 0.02% | 660 |
|
|
2025
Q1 | $2.33M | Buy |
37,070
+158
| +0.4% | +$11.1K | 0.02% | 622 |
|
|
2024
Q4 | $2.61M | Buy |
36,912
+78
| +0.2% | +$5.57K | 0.02% | 561 |
|
|
2024
Q3 | $2.31M | Buy |
36,834
+2,578
| +8% | +$147K | 0.02% | 584 |
|
|
2024
Q2 | $1.92M | Buy |
34,256
+218
| +0.6% | +$11.6K | 0.02% | 597 |
|
|
2024
Q1 | $1.77M | Buy |
34,038
+232
| +0.7% | +$11.4K | 0.02% | 614 |
|
|
2023
Q4 | $1.56M | Buy |
33,806
+212
| +0.6% | +$8.72K | 0.02% | 576 |
|
|
2023
Q3 | $1.38M | Buy |
33,594
+184
| +0.6% | +$7.75K | 0.02% | 569 |
|
|
2023
Q2 | $1.33M | Buy |
33,410
+198
| +0.6% | +$7.72K | 0.02% | 605 |
|
|
2023
Q1 | $1.31M | Sell |
33,212
-1,681
| -5% | -$70.7K | 0.02% | 600 |
|
|
2022
Q4 | $1.36M | Buy |
34,893
+1,930
| +6% | +$76.4K | 0.02% | 565 |
|
|
2022
Q3 | $1.14M | Buy |
32,963
+281
| +0.9% | +$11.1K | 0.02% | 581 |
|
|
2022
Q2 | $1.22M | Buy |
32,682
+172
| +0.5% | +$7.14K | 0.02% | 574 |
|
|
2022
Q1 | $1.47M | Buy |
32,510
+150
| +0.5% | +$7.2K | 0.02% | 573 |
|
|
2021
Q4 | $1.52M | Hold |
32,360
| – | – | 0.02% | 573 |
|
|
2021
Q3 | $1.47M | Hold |
32,360
| – | – | 0.03% | 537 |
|
|
2021
Q2 | $1.4M | Hold |
32,360
| – | – | 0.02% | 558 |
|
|
2021
Q1 | $1.38M | Hold |
32,360
| – | – | 0.02% | 535 |
|
|
2020
Q4 | $1.09M | Hold |
32,360
| – | – | 0.02% | 536 |
|
|
2020
Q3 | $727K | Hold |
32,360
| – | – | 0.02% | 573 |
|
|
2020
Q2 | $682K | Buy |
+32,360
| New | +$650K | 0.02% | 552 |
|
|
2019
Q3 | – | Sell |
-76
| Closed | -$2K | – | 2752 |
|
|
2019
Q2 | $2K | Buy |
+76
| New | +$1.94K | ﹤0.01% | 2457 |
|
|
2018
Q1 | – | Sell |
-11
| Closed | – | – | 2317 |
|
|
2017
Q4 | $0 | Buy |
+11
| New | +$269 | ﹤0.01% | 1938 |
|
Other funds holding SF
VPM
VCM
