Stifel Financial’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
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|
2025
Q1 | $2.93M | Sell |
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|
2024
Q4 | $3.17M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $333K | Sell |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $537K | Sell |
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|
2022
Q4 | $578K | Sell |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $3.05M | Buy |
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|
2021
Q3 | $3.62M | Buy |
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