TD Private Client Wealth’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
1,303
-1,071
| -45% | -$111K | ﹤0.01% | 700 |
|
|
2025
Q1 | $224K | Buy |
2,374
+492
| +26% | +$46.4K | 0.01% | 581 |
|
|
2024
Q4 | $200K | Sell |
1,882
-826
| -31% | -$87.6K | 0.01% | 603 |
|
|
2024
Q3 | $254K | Buy |
2,708
+576
| +27% | +$54.1K | 0.01% | 562 |
|
|
2024
Q2 | $179K | Hold |
2,132
| – | – | 0.01% | 590 |
|
|
2024
Q1 | $167K | Sell |
2,132
-1,316
| -38% | -$103K | 0.01% | 618 |
|
|
2023
Q4 | $238K | Buy |
3,448
+47
| +1% | +$3.25K | 0.01% | 539 |
|
|
2023
Q3 | $209K | Sell |
3,401
-123
| -3% | -$7.56K | 0.01% | 538 |
|
|
2023
Q2 | $210K | Buy |
3,524
+663
| +23% | +$39.6K | 0.01% | 551 |
|
|
2023
Q1 | $169K | Buy |
2,861
+2,241
| +361% | +$132K | 0.01% | 574 |
|
|
2022
Q4 | $36.2K | Sell |
620
-50
| -7% | -$2.92K | ﹤0.01% | 814 |
|
|
2022
Q3 | $34.8K | Sell |
670
-62
| -8% | -$3.22K | ﹤0.01% | 804 |
|
|
2022
Q2 | $41K | Buy |
732
+117
| +19% | +$6.55K | ﹤0.01% | 771 |
|
|
2022
Q1 | $41.8K | Buy |
+615
| New | +$41.8K | ﹤0.01% | 810 |
|
|
2021
Q4 | – | Sell |
-19
| Closed | -$1.29K | – | 1268 |
|
|
2021
Q3 | $1.29K | Hold |
19
| – | – | ﹤0.01% | 1072 |
|
|
2021
Q2 | $1.23K | Hold |
19
| – | – | ﹤0.01% | 1081 |
|
|
2021
Q1 | $1.22K | Hold |
19
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q4 | $959 | Sell |
19
-7
| -27% | -$353 | ﹤0.01% | 1023 |
|
|
2020
Q3 | $860 | Hold |
26
| – | – | ﹤0.01% | 978 |
|
|
2020
Q2 | $806 | Buy |
26
+20
| +333% | +$620 | ﹤0.01% | 976 |
|
|
2020
Q1 | $165 | Hold |
6
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q4 | $243 | Buy |
+6
| New | +$243 | ﹤0.01% | 1056 |
|