TFC 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
2025
Q3
$114 Hold
2025
Q2
$104 Hold
2025
Q1
$95 Hold
2024
Q4
$107 Hold
2024
Q3
$94 Hold
2024
Q2
$85 Buy
2023
Q2
Sell
2023
Q1
$178 Buy