SIM
Studio Investment Management’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
5,738
-109
| -2% | -$11.3K | 0.12% | 111 |
|
|
2025
Q1 | $551K | Sell |
5,847
-770
| -12% | -$72.6K | 0.11% | 110 |
|
|
2024
Q4 | $702K | Sell |
6,617
-280
| -4% | -$29.7K | 0.15% | 92 |
|
|
2024
Q3 | $648K | Sell |
6,897
-114
| -2% | -$10.7K | 0.14% | 100 |
|
|
2024
Q2 | $590K | Buy |
7,011
+40
| +0.6% | +$3.37K | 0.13% | 97 |
|
|
2024
Q1 | $545K | Buy |
6,971
+543
| +8% | +$42.4K | 0.13% | 98 |
|
|
2023
Q4 | $444K | Sell |
6,428
-1,165
| -15% | -$80.6K | 0.11% | 101 |
|
|
2023
Q3 | $467K | Sell |
7,593
-14
| -0.2% | -$860 | 0.13% | 88 |
|
|
2023
Q2 | $454K | Buy |
7,607
+569
| +8% | +$34K | 0.13% | 94 |
|
|
2023
Q1 | $416K | Buy |
+7,038
| New | +$416K | 0.13% | 93 |
|