Stifel Financial’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
80,898
+697
| +0.9% | +$19.2K | ﹤0.01% | 1769 |
|
|
2025
Q1 | $1.98M | Sell |
80,201
-6,614
| -8% | -$163K | ﹤0.01% | 1761 |
|
|
2024
Q4 | $2M | Sell |
86,815
-28
| -0% | -$645 | ﹤0.01% | 1775 |
|
|
2024
Q3 | $1.85M | Sell |
86,843
-1,308
| -1% | -$27.9K | ﹤0.01% | 1826 |
|
|
2024
Q2 | $1.95M | Buy |
88,151
+1,849
| +2% | +$40.8K | ﹤0.01% | 1741 |
|
|
2024
Q1 | $1.98M | Buy |
86,302
+178
| +0.2% | +$4.07K | ﹤0.01% | 1726 |
|
|
2023
Q4 | $1.82M | Sell |
86,124
-145
| -0.2% | -$3.07K | ﹤0.01% | 1736 |
|
|
2023
Q3 | $1.82M | Sell |
86,269
-1,875
| -2% | -$39.6K | ﹤0.01% | 1657 |
|
|
2023
Q2 | $2.01M | Buy |
88,144
+70
| +0.1% | +$1.6K | ﹤0.01% | 1618 |
|
|
2023
Q1 | $2.16M | Sell |
88,074
-178
| -0.2% | -$4.37K | ﹤0.01% | 1526 |
|
|
2022
Q4 | $2.15M | Buy |
88,252
+540
| +0.6% | +$13.1K | ﹤0.01% | 1474 |
|
|
2022
Q3 | $1.76M | Sell |
87,712
-296
| -0.3% | -$5.93K | ﹤0.01% | 1566 |
|
|
2022
Q2 | $2.2M | Buy |
88,008
+5,528
| +7% | +$138K | ﹤0.01% | 1434 |
|
|
2022
Q1 | $2.3M | Sell |
82,480
-140
| -0.2% | -$3.9K | ﹤0.01% | 1519 |
|
|
2021
Q4 | $1.88M | Buy |
82,620
+140
| +0.2% | +$3.19K | ﹤0.01% | 1663 |
|
|
2021
Q3 | $2M | Hold |
82,480
| – | – | ﹤0.01% | 1580 |
|
|
2021
Q2 | $2.49M | Buy |
82,480
+15,000
| +22% | +$453K | ﹤0.01% | 1459 |
|
|
2021
Q1 | $2.1M | Buy |
67,480
+2,756
| +4% | +$85.8K | ﹤0.01% | 1485 |
|
|
2020
Q4 | $2.15M | Buy |
64,724
+882
| +1% | +$29.3K | ﹤0.01% | 1343 |
|
|
2020
Q3 | $1.61M | Sell |
63,842
-18,024
| -22% | -$455K | ﹤0.01% | 1334 |
|
|
2020
Q2 | $2.48M | Sell |
81,866
-9,789
| -11% | -$296K | 0.01% | 1043 |
|
|
2020
Q1 | $1.75M | Sell |
91,655
-396
| -0.4% | -$7.56K | ﹤0.01% | 1110 |
|
|
2019
Q4 | $2.6M | Buy |
92,051
+396
| +0.4% | +$11.2K | 0.01% | 1176 |
|
|
2019
Q3 | $1.84M | Sell |
91,655
-9,224
| -9% | -$186K | ﹤0.01% | 1367 |
|
|
2019
Q2 | $2.97M | Sell |
100,879
-11,316
| -10% | -$333K | 0.01% | 1092 |
|
|
2019
Q1 | $2.7M | Buy |
112,195
+992
| +0.9% | +$23.8K | 0.01% | 1089 |
|
|
2018
Q4 | $2.68M | Sell |
111,203
-15,000
| -12% | -$362K | 0.01% | 1019 |
|
|
2018
Q3 | $2.9M | Buy |
126,203
+35,723
| +39% | +$821K | 0.01% | 1070 |
|
|
2018
Q2 | $1.38M | Buy |
+90,480
| New | +$1.38M | ﹤0.01% | 1428 |
|