Systematic Financial Management’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 | $45.6M | Sell |
616,827
-3,686
| -0.6% | -$293K | 1.05% | 22 |
|
|
2025
Q4 | $51.8M | Sell |
620,513
-2,361
| -0.4% | -$189K | 1.22% | 13 |
|
|
2025
Q3 | $47.1M | Sell |
622,874
-5,149
| -0.8% | -$385K | 1.15% | 18 |
|
|
2025
Q2 | $43.5M | Buy |
628,023
+7,776
| +1% | +$478K | 1.16% | 20 |
|
|
2025
Q1 | $39M | Sell |
620,247
-2,735
| -0.4% | -$193K | 1.11% | 20 |
|
|
2024
Q4 | $44.1M | Buy |
622,982
+16,358
| +3% | +$1.17M | 1.12% | 16 |
|
|
2024
Q3 | $38M | Buy |
606,624
+44,371
| +8% | +$2.53M | 0.97% | 22 |
|
|
2024
Q2 | $31.5M | Sell |
562,253
-38,476
| -6% | -$2.04M | 0.96% | 22 |
|
|
2024
Q1 | $31.3M | Buy |
600,729
+588
| +0.1% | +$29K | 0.87% | 33 |
|
|
2023
Q4 | $27.7M | Sell |
600,141
-5,427
| -0.9% | -$223K | 0.82% | 41 |
|
|
2023
Q3 | $24.8M | Sell |
605,568
-14,916
| -2% | -$628K | 0.8% | 43 |
|
|
2023
Q2 | $24.7M | Sell |
620,484
-20,972
| -3% | -$818K | 0.78% | 45 |
|
|
2023
Q1 | $25.3M | Sell |
641,456
-2,983
| -0.5% | -$125K | 0.83% | 34 |
|
|
2022
Q4 | $25.1M | Sell |
644,439
-10,499
| -2% | -$415K | 0.82% | 36 |
|
|
2022
Q3 | $22.7M | Sell |
654,938
-2,320
| -0.4% | -$91.3K | 0.83% | 36 |
|
|
2022
Q2 | $24.5M | Buy |
657,258
+10,417
| +2% | +$433K | 0.85% | 31 |
|
|
2022
Q1 | $29.3M | Sell |
646,841
-24,328
| -4% | -$1.17M | 0.91% | 30 |
|
|
2021
Q4 | $31.5M | Sell |
671,169
-22,665
| -3% | -$1.1M | 0.93% | 26 |
|
|
2021
Q3 | $31.4M | Sell |
693,834
-2,394
| -0.3% | -$107K | 0.97% | 24 |
|
|
2021
Q2 | $30.1M | Buy |
696,228
+90,457
| +15% | +$4.06M | 0.91% | 29 |
|
|
2021
Q1 | $25.9M | Sell |
605,771
-18,961
| -3% | -$739K | 0.95% | 25 |
|
|
2020
Q4 | $21M | Sell |
624,732
-20,482
| -3% | -$608K | 0.92% | 27 |
|
|
2020
Q3 | $14.5M | Sell |
645,214
-13,622
| -2% | -$304K | 0.79% | 47 |
|
|
2020
Q2 | $13.9M | Sell |
658,836
-9,371
| -1% | -$188K | 0.72% | 49 |
|
|
2020
Q1 | $12.3M | Sell |
668,207
-16,034
| -2% | -$402K | 0.75% | 46 |
|
|
2019
Q4 | $18.4M | Buy |
684,241
+18,756
| +3% | +$490K | 0.72% | 57 |
|
|
2019
Q3 | $17M | Sell |
665,485
-63,765
| -9% | -$1.6M | 0.76% | 48 |
|
|
2019
Q2 | $19.1M | Sell |
729,250
-159,151
| -18% | -$4.05M | 0.74% | 30 |
|
|
2019
Q1 | $20.8M | Sell |
888,401
-343,344
| -28% | -$7.78M | 0.71% | 23 |
|
|
2018
Q4 | $22.7M | Sell |
1,231,745
-51,660
| -4% | -$1.07M | 0.7% | 20 |
|
|
2018
Q3 | $29.2M | Buy |
1,283,405
+63,444
| +5% | +$1.53M | 0.71% | 15 |
|
|
2018
Q2 | $28.3M | Sell |
1,219,961
-173,084
| -12% | -$4.5M | 0.69% | 17 |
|
|
2018
Q1 | $36.7M | Buy |
1,393,045
+888,926
| +176% | +$25.2M | 0.81% | 14 |
|
|
2017
Q4 | $13.3M | Sell |
504,119
-40,579
| -7% | -$993K | 0.27% | 128 |
|
|
2017
Q3 | $12.9M | Sell |
544,698
-292,799
| -35% | -$6.34M | 0.26% | 121 |
|
|
2017
Q2 | $17.1M | Buy |
837,497
+2,315
| +0.3% | +$47.5K | 0.32% | 101 |
|
|
2017
Q1 | $18.6M | Sell |
835,182
-27,700
| -3% | -$638K | 0.33% | 90 |
|
|
2016
Q4 | $19.2M | Buy |
862,882
+16,718
| +2% | +$336K | 0.3% | 96 |
|
|
2016
Q3 | $14.5M | Buy |
846,164
+129,046
| +18% | +$2.07M | 0.2% | 140 |
|
|
2016
Q2 | $10M | Buy |
717,118
+61,743
| +9% | +$918K | 0.14% | 180 |
|
|
2016
Q1 | $8.62M | Buy |
655,375
+124,596
| +23% | +$1.77M | 0.11% | 200 |
|
|
2015
Q4 | $9.99M | Sell |
530,779
-41,639
| -7% | -$809K | 0.11% | 189 |
|
|
2015
Q3 | $10.7M | Sell |
572,418
-11,446
| -2% | -$259K | 0.11% | 206 |
|
|
2015
Q2 | $15M | Sell |
583,864
-34,474
| -6% | -$850K | 0.13% | 185 |
|
|
2015
Q1 | $15.3M | Sell |
618,338
-11,241
| -2% | -$260K | 0.12% | 184 |
|
|
2014
Q4 | $14.3M | Sell |
629,579
-20,484
| -3% | -$433K | 0.11% | 205 |
|
|
2014
Q3 | $13.5M | Sell |
650,063
-32,299
| -5% | -$673K | 0.1% | 206 |
|
|
2014
Q2 | $14.4M | Sell |
682,362
-72,907
| -10% | -$1.5M | 0.1% | 222 |
|
|
2014
Q1 | $16.7M | Sell |
755,269
-13,367
| -2% | -$284K | 0.11% | 190 |
|
|
2013
Q4 | $16.4M | Buy |
768,636
+86,576
| +13% | +$1.66M | 0.12% | 187 |
|
|
2013
Q3 | $12.5M | Buy |
682,060
+9,306
| +1% | +$163K | 0.1% | 209 |
|
|
2013
Q2 | $10.7M | Buy |
+672,754
| New | +$10.2M | 0.09% | 211 |
|
Other funds holding SF
VPM
VCM
