Stifel Financial
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Stifel Financial’s Heartbeam BEAT Stock Holding History

Stifel Financial’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$165K Hold
2025
Q2 		$125K Hold
2025
Q1 		$201K Hold
2024
Q4 		$230K Hold
2024
Q3 		$232K Hold
2024
Q2 		$257K Hold
2024
Q1 		$218K Hold
2023
Q4 		$235K Hold
2023
Q3 		$215K Hold
2023
Q2 		$241K Buy