Summit Trail Advisors’s Stifel SF Stock Holding History

Summit Trail Advisors’s Portfolio SF Stock Details SF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.23M	Buy
2018 Q1	–	Sell
2017 Q4	$143K	Buy