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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $484K | Buy |
6,541
+1
| +0% | +$79 | 0.01% | 1077 |
|
|
2025
Q4 | $546K | Sell |
6,540
-114
| -2% | -$9.11K | 0.01% | 1016 |
|
|
2025
Q3 | $503K | Buy |
6,654
+219
| +3% | +$16.4K | 0.01% | 1013 |
|
|
2025
Q2 | $445K | Sell |
6,435
-57
| -0.9% | -$3.5K | 0.01% | 969 |
|
|
2025
Q1 | $408K | Buy |
6,492
+190
| +3% | +$13.4K | 0.01% | 966 |
|
|
2024
Q4 | $446K | Buy |
6,302
+53
| +0.8% | +$3.78K | 0.01% | 983 |
|
|
2024
Q3 | $391K | Buy |
6,249
+84
| +1% | +$4.79K | 0.01% | 1028 |
|
|
2024
Q2 | $346K | Buy |
6,165
+25
| +0.4% | +$1.32K | 0.01% | 1039 |
|
|
2024
Q1 | $320K | Buy |
6,140
+26
| +0.4% | +$1.28K | 0.01% | 1075 |
|
|
2023
Q4 | $282K | Buy |
6,114
+33
| +0.5% | +$1.36K | 0.01% | 1112 |
|
|
2023
Q3 | $249K | Buy |
6,081
+25
| +0.4% | +$1.05K | 0.01% | 1089 |
|
|
2023
Q2 | $241K | Buy |
6,056
+5
| +0.1% | +$195 | 0.01% | 1036 |
|
|
2023
Q1 | $238K | Buy |
6,051
+61
| +1% | +$2.56K | 0.01% | 968 |
|
|
2022
Q4 | $233K | Buy |
5,990
+9
| +0.2% | +$356 | 0.01% | 990 |
|
|
2022
Q3 | $207K | Sell |
5,981
-342
| -5% | -$13.5K | 0.01% | 1011 |
|
|
2022
Q2 | $236K | Sell |
6,323
-72
| -1% | -$2.99K | 0.01% | 1031 |
|
|
2022
Q1 | $290K | Buy |
6,395
+23
| +0.4% | +$1.1K | 0.01% | 1000 |
|
|
2021
Q4 | $299K | Buy |
6,372
+400
| +7% | +$19.4K | 0.01% | 1003 |
|
|
2021
Q3 | $271K | Buy |
5,972
+12
| +0.2% | +$535 | 0.01% | 979 |
|
|
2021
Q2 | $258K | Buy |
5,960
+14
| +0.2% | +$628 | 0.01% | 1031 |
|
|
2021
Q1 | $254K | Buy |
5,946
+15
| +0.3% | +$585 | 0.01% | 947 |
|
|
2020
Q4 | $200K | Buy |
+5,931
| New | +$176K | 0.01% | 1006 |
|
|
2018
Q4 | – | Sell |
-5,841
| Closed | -$133K | – | 2209 |
|
|
2018
Q3 | $133K | Buy |
+5,841
| New | +$141K | 0.01% | 1011 |
|
|
2018
Q2 | – | Sell |
-6,068
| Closed | -$160K | – | 2290 |
|
|
2018
Q1 | $160K | Buy |
6,068
+324
| +6% | +$9.18K | 0.01% | 992 |
|
|
2017
Q4 | $152K | Buy |
+5,744
| New | +$141K | 0.01% | 987 |
|
Other funds holding SF
VPM
VCM
