Stifel Financial
III icon

Stifel Financial’s Information Services Group III Stock Holding History

Stifel Financial’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,665
Closed -$65K – 3345
2022
Q3 		$65K Sell
13,665
-14,537
-52% -$90.4K ﹤0.01% 3159
2022
Q2 		$191K Buy
28,202
+6,847
+32% +$43.1K ﹤0.01% 3017
2022
Q1 		$145K Sell
21,355
-3,209
-13% -$22.6K ﹤0.01% 3203
2021
Q4 		$187K Buy
24,564
+6,867
+39% +$55.3K ﹤0.01% 3172
2021
Q3 		$127K Buy
17,697
+361
+2% +$2.4K ﹤0.01% 3214
2021
Q2 		$101K Buy
17,336
+4,530
+35% +$23.5K ﹤0.01% 3237
2021
Q1 		$56K Buy
+12,806
New +$49.2K ﹤0.01% 3153

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