TD Private Client Wealth’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 | $157K | Buy |
2,124
+312
| +17% | +$24.8K | ﹤0.01% | 699 |
|
|
2025
Q4 | $151K | Buy |
1,812
+3
| +0.2% | +$240 | ﹤0.01% | 706 |
|
|
2025
Q3 | $137K | Sell |
1,809
-146
| -7% | -$10.9K | ﹤0.01% | 710 |
|
|
2025
Q2 | $135K | Sell |
1,955
-1,606
| -45% | -$98.6K | ﹤0.01% | 700 |
|
|
2025
Q1 | $224K | Buy |
3,561
+738
| +26% | +$52K | 0.01% | 581 |
|
|
2024
Q4 | $200K | Sell |
2,823
-1,239
| -31% | -$88.5K | 0.01% | 603 |
|
|
2024
Q3 | $254K | Buy |
4,062
+864
| +27% | +$49.3K | 0.01% | 562 |
|
|
2024
Q2 | $179K | Hold |
3,198
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $167K | Sell |
3,198
-1,974
| -38% | -$97.2K | 0.01% | 618 |
|
|
2023
Q4 | $238K | Buy |
5,172
+70
| +1% | +$2.88K | 0.01% | 539 |
|
|
2023
Q3 | $209K | Sell |
5,102
-184
| -3% | -$7.75K | 0.01% | 538 |
|
|
2023
Q2 | $210K | Buy |
5,286
+994
| +23% | +$38.8K | 0.01% | 551 |
|
|
2023
Q1 | $169K | Buy |
4,292
+3,362
| +362% | +$141K | 0.01% | 574 |
|
|
2022
Q4 | $36.2K | Sell |
930
-75
| -7% | -$2.97K | ﹤0.01% | 814 |
|
|
2022
Q3 | $34.8K | Sell |
1,005
-93
| -8% | -$3.66K | ﹤0.01% | 804 |
|
|
2022
Q2 | $41K | Buy |
1,098
+175
| +19% | +$7.27K | ﹤0.01% | 771 |
|
|
2022
Q1 | $41.8K | Buy |
+923
| New | +$44.3K | ﹤0.01% | 810 |
|
|
2021
Q4 | – | Sell |
-29
| Closed | -$1.29K | – | 1268 |
|
|
2021
Q3 | $1.29K | Hold |
29
| – | – | ﹤0.01% | 1072 |
|
|
2021
Q2 | $1.23K | Hold |
29
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q1 | $1.22K | Hold |
29
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q4 | $959 | Sell |
29
-9
| -24% | -$267 | ﹤0.01% | 1023 |
|
|
2020
Q3 | $860 | Hold |
38
| – | – | ﹤0.01% | 978 |
|
|
2020
Q2 | $806 | Buy |
38
+29
| +322% | +$583 | ﹤0.01% | 976 |
|
|
2020
Q1 | $165 | Hold |
9
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q4 | $243 | Buy |
+9
| New | +$235 | ﹤0.01% | 1056 |
|
Other funds holding SF
VPM
VCM
