Stifel Financial’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32M | Buy |
24,130
+426
| +2% | +$26.7K | ﹤0.01% | 2257 |
|
|
2025
Q4 | $1.5M | Sell |
23,704
-500
| -2% | -$32.9K | ﹤0.01% | 2152 |
|
|
2025
Q3 | $1.41M | Sell |
24,204
-10,231
| -30% | -$552K | ﹤0.01% | 2162 |
|
|
2025
Q2 | $1.4M | Sell |
34,435
-212
| -0.6% | -$7.99K | ﹤0.01% | 2092 |
|
|
2025
Q1 | $1.42M | Sell |
34,647
-87,646
| -72% | -$4.17M | ﹤0.01% | 2003 |
|
|
2024
Q4 | $7.05M | Buy |
122,293
+19,232
| +19% | +$1.34M | 0.01% | 1028 |
|
|
2024
Q3 | $8.58M | Buy |
103,061
+10,843
| +12% | +$881K | 0.01% | 911 |
|
|
2024
Q2 | $7.22M | Buy |
92,218
+3,227
| +4% | +$273K | 0.01% | 946 |
|
|
2024
Q1 | $8.91M | Buy |
88,991
+11,365
| +15% | +$1.04M | 0.01% | 859 |
|
|
2023
Q4 | $7.36M | Buy |
77,626
+3,218
| +4% | +$295K | 0.01% | 903 |
|
|
2023
Q3 | $7.75M | Buy |
74,408
+689
| +0.9% | +$81.8K | 0.01% | 825 |
|
|
2023
Q2 | $8.91M | Buy |
73,719
+4,092
| +6% | +$452K | 0.01% | 762 |
|
|
2023
Q1 | $7.7M | Buy |
69,627
+4,046
| +6% | +$448K | 0.01% | 795 |
|
|
2022
Q4 | $6.62M | Buy |
65,581
+5,294
| +9% | +$552K | 0.01% | 850 |
|
|
2022
Q3 | $5.77M | Buy |
60,287
+1,350
| +2% | +$151K | 0.01% | 875 |
|
|
2022
Q2 | $5.85M | Buy |
58,937
+685
| +1% | +$71K | 0.01% | 893 |
|
|
2022
Q1 | $6.14M | Buy |
58,252
+2,369
| +4% | +$270K | 0.01% | 951 |
|
|
2021
Q4 | $6.14M | Sell |
55,883
-1,939
| -3% | -$228K | 0.01% | 961 |
|
|
2021
Q3 | $6.92M | Buy |
57,822
+37,913
| +190% | +$4.82M | 0.01% | 873 |
|
|
2021
Q2 | $2.73M | Sell |
19,909
-1,230
| -6% | -$167K | ﹤0.01% | 1401 |
|
|
2021
Q1 | $2.82M | Buy |
21,139
+6,640
| +46% | +$809K | ﹤0.01% | 1302 |
|
|
2020
Q4 | $1.38M | Buy |
14,499
+3,381
| +30% | +$324K | ﹤0.01% | 1619 |
|
|
2020
Q3 | $1.05M | Sell |
11,118
-15,897
| -59% | -$1.57M | ﹤0.01% | 1597 |
|
|
2020
Q2 | $2.5M | Buy |
27,015
+6,515
| +32% | +$497K | 0.01% | 1040 |
|
|
2020
Q1 | $971K | Buy |
20,500
+1,835
| +10% | +$151K | ﹤0.01% | 1462 |
|
|
2019
Q4 | $1.91M | Sell |
18,665
-1,763
| -9% | -$171K | ﹤0.01% | 1365 |
|
|
2019
Q3 | $1.79M | Buy |
20,428
+3,098
| +18% | +$269K | ﹤0.01% | 1391 |
|
|
2019
Q2 | $1.58M | Buy |
17,330
+560
| +3% | +$51K | ﹤0.01% | 1497 |
|
|
2019
Q1 | $1.43M | Buy |
16,770
+277
| +2% | +$23.5K | ﹤0.01% | 1440 |
|
|
2018
Q4 | $1.26M | Buy |
16,493
+1,783
| +12% | +$160K | ﹤0.01% | 1402 |
|
|
2018
Q3 | $1.5M | Sell |
14,710
-1,373
| -9% | -$153K | ﹤0.01% | 1431 |
|
|
2018
Q2 | $1.97M | Sell |
16,083
-1,185
| -7% | -$139K | 0.01% | 1219 |
|
|
2018
Q1 | $1.99M | Buy |
17,268
+2,558
| +17% | +$308K | 0.01% | 1163 |
|
|
2017
Q4 | $1.82M | Sell |
14,710
-5,403
| -27% | -$641K | 0.01% | 1198 |
|
|
2017
Q3 | $2.11M | Sell |
20,113
-6,986
| -26% | -$662K | 0.01% | 1088 |
|
|
2017
Q2 | $2.5M | Sell |
27,099
-12,664
| -32% | -$1.09M | 0.01% | 1000 |
|
|
2017
Q1 | $3.34M | Buy |
39,763
+4,747
| +14% | +$409K | 0.01% | 863 |
|
|
2016
Q4 | $2.88M | Sell |
35,016
-677
| -2% | -$55.2K | 0.01% | 881 |
|
|
2016
Q3 | $2.77M | Sell |
35,693
-3,155
| -8% | -$274K | 0.01% | 866 |
|
|
2016
Q2 | $3.18M | Buy |
38,848
+2,275
| +6% | +$202K | 0.01% | 801 |
|
|
2016
Q1 | $3.6M | Sell |
36,573
-9,886
| -21% | -$858K | 0.02% | 675 |
|
|
2015
Q4 | $3.99M | Buy |
46,459
+31,043
| +201% | +$3.29M | 0.02% | 658 |
|
|
2015
Q3 | $1.85M | Sell |
15,416
-4,132
| -21% | -$561K | 0.01% | 944 |
|
|
2015
Q2 | $2.85M | Buy |
19,548
+2,106
| +12% | +$303K | 0.01% | 806 |
|
|
2015
Q1 | $2.46M | Sell |
17,442
-7,275
| -29% | -$1.07M | 0.01% | 857 |
|
|
2014
Q4 | $3.74M | Buy |
24,717
+1,745
| +8% | +$262K | 0.02% | 667 |
|
|
2014
Q3 | $3.44M | Buy |
22,972
+1,079
| +5% | +$156K | 0.03% | 596 |
|
|
2014
Q2 | $2.85M | Buy |
21,893
+50
| +0.2% | +$6.62K | 0.03% | 639 |
|
|
2014
Q1 | $3.05M | Buy |
+21,843
| New | +$2.95M | 0.03% | 614 |
|
Other funds holding PII
VPM
VCM
