Stratos Wealth Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
|
|||||
|
2025
Q1 | $408K | Buy |
|
|||||
|
2024
Q4 | $446K | Buy |
|
|||||
|
2024
Q3 | $391K | Buy |
|
|||||
|
2024
Q2 | $346K | Buy |
|
|||||
|
2024
Q1 | $320K | Buy |
|
|||||
|
2023
Q4 | $282K | Buy |
|
|||||
|
2023
Q3 | $249K | Buy |
|
|||||
|
2023
Q2 | $241K | Buy |
|
|||||
|
2023
Q1 | $238K | Buy |
|
|||||
|
2022
Q4 | $233K | Buy |
|
|||||
|
2022
Q3 | $207K | Sell |
|
|||||
|
2022
Q2 | $236K | Sell |
|
|||||
|
2022
Q1 | $290K | Buy |
|
|||||
|
2021
Q4 | $299K | Buy |
|
|||||
|
2021
Q3 | $271K | Buy |
|
|||||
|
2021
Q2 | $258K | Buy |
|
|||||
|
2021
Q1 | $254K | Buy |
|
|||||
|
2020
Q4 | $200K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $133K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $160K | Buy |
|
|||||
|
2017
Q4 | $152K | Buy |
|