TFC Financial Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104 | Hold |
1
| – | – | ﹤0.01% | 882 |
|
|
2025
Q1 | $95 | Hold |
1
| – | – | ﹤0.01% | 829 |
|
|
2024
Q4 | $107 | Hold |
1
| – | – | ﹤0.01% | 821 |
|
|
2024
Q3 | $94 | Hold |
1
| – | – | ﹤0.01% | 858 |
|
|
2024
Q2 | $85 | Buy |
+1
| New | +$85 | ﹤0.01% | 852 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$178 | – | 740 |
|
|
2023
Q1 | $178 | Buy |
+3
| New | +$178 | ﹤0.01% | 671 |
|