Stratos Wealth Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
4,290
-38
| -0.9% | -$3.94K | 0.01% | 969 |
|
|
2025
Q1 | $408K | Buy |
4,328
+127
| +3% | +$12K | 0.01% | 966 |
|
|
2024
Q4 | $446K | Buy |
4,201
+35
| +0.8% | +$3.71K | 0.01% | 983 |
|
|
2024
Q3 | $391K | Buy |
4,166
+56
| +1% | +$5.26K | 0.01% | 1028 |
|
|
2024
Q2 | $346K | Buy |
4,110
+17
| +0.4% | +$1.43K | 0.01% | 1039 |
|
|
2024
Q1 | $320K | Buy |
4,093
+17
| +0.4% | +$1.33K | 0.01% | 1075 |
|
|
2023
Q4 | $282K | Buy |
4,076
+22
| +0.5% | +$1.52K | 0.01% | 1112 |
|
|
2023
Q3 | $249K | Buy |
4,054
+17
| +0.4% | +$1.05K | 0.01% | 1089 |
|
|
2023
Q2 | $241K | Buy |
4,037
+3
| +0.1% | +$179 | 0.01% | 1036 |
|
|
2023
Q1 | $238K | Buy |
4,034
+41
| +1% | +$2.42K | 0.01% | 968 |
|
|
2022
Q4 | $233K | Buy |
3,993
+6
| +0.2% | +$350 | 0.01% | 990 |
|
|
2022
Q3 | $207K | Sell |
3,987
-228
| -5% | -$11.8K | 0.01% | 1011 |
|
|
2022
Q2 | $236K | Sell |
4,215
-48
| -1% | -$2.69K | 0.01% | 1031 |
|
|
2022
Q1 | $290K | Buy |
4,263
+15
| +0.4% | +$1.02K | 0.01% | 1000 |
|
|
2021
Q4 | $299K | Buy |
4,248
+267
| +7% | +$18.8K | 0.01% | 1003 |
|
|
2021
Q3 | $271K | Buy |
3,981
+8
| +0.2% | +$545 | 0.01% | 979 |
|
|
2021
Q2 | $258K | Buy |
3,973
+9
| +0.2% | +$584 | 0.01% | 1031 |
|
|
2021
Q1 | $254K | Buy |
3,964
+10
| +0.3% | +$641 | 0.01% | 947 |
|
|
2020
Q4 | $200K | Buy |
+3,954
| New | +$200K | 0.01% | 1006 |
|
|
2018
Q4 | – | Sell |
-3,894
| Closed | -$133K | – | 2209 |
|
|
2018
Q3 | $133K | Buy |
+3,894
| New | +$133K | 0.01% | 1011 |
|
|
2018
Q2 | – | Sell |
-4,046
| Closed | -$160K | – | 2290 |
|
|
2018
Q1 | $160K | Buy |
4,046
+216
| +6% | +$8.54K | 0.01% | 992 |
|
|
2017
Q4 | $152K | Buy |
+3,830
| New | +$152K | 0.01% | 987 |
|