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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $137K | Sell |
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|
2025
Q2 | $135K | Sell |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $179K | Hold |
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|
2024
Q1 | $167K | Sell |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $36.2K | Sell |
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|
2022
Q3 | $34.8K | Sell |
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|
2022
Q2 | $41K | Buy |
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|
2022
Q1 | $41.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.29K | Hold |
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|
2021
Q2 | $1.23K | Hold |
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|
2021
Q1 | $1.22K | Hold |
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|
2020
Q4 | $959 | Sell |
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|
2020
Q3 | $860 | Hold |
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|
2020
Q2 | $806 | Buy |
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|
2020
Q1 | $165 | Hold |
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|
2019
Q4 | $243 | Buy |
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