Stifel Financial’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $428K | Buy |
|
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $346K | Buy |
|
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $479K | Buy |
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|
2023
Q1 | $343K | Buy |
|
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.86M | Sell |
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|
2021
Q1 | $4.35M | Buy |
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|
2020
Q4 | $2.54M | Sell |
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|
2020
Q3 | $2.85M | Buy |
|
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|
2020
Q2 | $1.68M | Buy |
|
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|
2020
Q1 | $521K | Sell |
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|
2019
Q4 | $593K | Sell |
|
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|
2019
Q3 | $1.06M | Buy |
|
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|
2019
Q2 | $975K | Buy |
|
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|
2019
Q1 | $527K | Sell |
|
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|
2018
Q4 | $454K | Buy |
|
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $264K | Sell |
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|
2017
Q1 | $299K | Sell |
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|
2016
Q4 | $445K | Sell |
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|
2016
Q3 | $430K | Buy |
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