Stifel Financial’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$122K	Sell	10,500 -11,383	-52%	-$132K	﹤0.01%	3345
2025 Q1	$259K	Hold	21,883	–	–	﹤0.01%	3059
2024 Q4	$248K	Hold	21,883	–	–	﹤0.01%	3056
2024 Q3	$266K	Buy	21,883 +6,421	+42%	+$78.1K	﹤0.01%	3017
2024 Q2	$181K	Hold	15,462	–	–	﹤0.01%	3132
2024 Q1	$180K	Hold	15,462	–	–	﹤0.01%	3113
2023 Q4	$182K	Hold	15,462	–	–	﹤0.01%	3078
2023 Q3	$178K	Hold	15,462	–	–	﹤0.01%	3013
2023 Q2	$184K	Buy	15,462 +800	+5%	+$9.5K	﹤0.01%	3072
2023 Q1	$177K	Buy	14,662 +2,958	+25%	+$35.6K	﹤0.01%	3078
2022 Q4	$136K	Buy	+11,704	New	+$136K	﹤0.01%	3082
2021 Q4	–	Sell	-10,000	Closed	-$139K	–	3435
2021 Q3	$139K	Hold	10,000	–	–	﹤0.01%	3200
2021 Q2	$142K	Hold	10,000	–	–	﹤0.01%	3198
2021 Q1	$145K	Hold	10,000	–	–	﹤0.01%	3083
2020 Q4	$142K	Hold	10,000	–	–	﹤0.01%	2900
2020 Q3	$131K	Hold	10,000	–	–	﹤0.01%	2712
2020 Q2	$128K	Hold	10,000	–	–	﹤0.01%	2681
2020 Q1	$127K	Hold	10,000	–	–	﹤0.01%	2547
2019 Q4	$142K	Hold	10,000	–	–	﹤0.01%	2842
2019 Q3	$138K	Hold	10,000	–	–	﹤0.01%	2724
2019 Q2	$135K	Hold	10,000	–	–	﹤0.01%	2794
2019 Q1	$135K	Buy	+10,000	New	+$135K	﹤0.01%	2661
2018 Q1	–	Sell	-10,000	Closed	-$137K	–	2755
2017 Q4	$137K	Hold	10,000	–	–	﹤0.01%	2512
2017 Q3	$140K	Hold	10,000	–	–	﹤0.01%	2439
2017 Q2	$140K	Hold	10,000	–	–	﹤0.01%	2415
2017 Q1	$137K	Hold	10,000	–	–	﹤0.01%	2391
2016 Q4	$132K	Buy	+10,000	New	+$132K	﹤0.01%	2334