Stifel Financial’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$700K Buy
2024
Q4
Sell
2024
Q3
$8.23M Buy
2023
Q4
Sell
2023
Q3
$11.9M Buy
2023
Q2
$942K Sell
2023
Q1
$7.62M Sell
2022
Q4
$8.31M Buy
2022
Q3
$7.23M Buy
2022
Q2
$2.7M Buy
2020
Q1
Sell
2019
Q4
$209K Sell
2019
Q3
$1.05M Sell
2019
Q2
$1.01M Buy