Tower Research Capital (TRC)’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 | $640K | Buy |
8,655
+942
| +12% | +$74.8K | 0.02% | 749 |
|
|
2025
Q4 | $644K | Buy |
7,713
+1,653
| +27% | +$132K | 0.02% | 691 |
|
|
2025
Q3 | $458K | Buy |
6,060
+826
| +16% | +$61.8K | 0.01% | 924 |
|
|
2025
Q2 | $362K | Sell |
5,234
-3,375
| -39% | -$207K | 0.01% | 1259 |
|
|
2025
Q1 | $541K | Sell |
8,609
-3,304
| -28% | -$233K | 0.02% | 789 |
|
|
2024
Q4 | $842K | Buy |
11,913
+9,525
| +399% | +$680K | 0.02% | 719 |
|
|
2024
Q3 | $149K | Sell |
2,388
-2,012
| -46% | -$115K | ﹤0.01% | 1896 |
|
|
2024
Q2 | $247K | Sell |
4,400
-5,206
| -54% | -$276K | ﹤0.01% | 1909 |
|
|
2024
Q1 | $501K | Sell |
9,606
-15,606
| -62% | -$768K | 0.01% | 863 |
|
|
2023
Q4 | $1.16M | Buy |
25,212
+11,181
| +80% | +$460K | 0.01% | 763 |
|
|
2023
Q3 | $575K | Sell |
14,031
-8,237
| -37% | -$347K | 0.02% | 794 |
|
|
2023
Q2 | $886K | Buy |
22,268
+16,521
| +287% | +$644K | 0.03% | 583 |
|
|
2023
Q1 | $226K | Sell |
5,747
-2,692
| -32% | -$113K | 0.01% | 1298 |
|
|
2022
Q4 | $328K | Sell |
8,439
-6,158
| -42% | -$244K | 0.01% | 963 |
|
|
2022
Q3 | $505K | Sell |
14,597
-9,289
| -39% | -$366K | 0.01% | 1132 |
|
|
2022
Q2 | $892K | Buy |
23,886
+5,073
| +27% | +$211K | 0.02% | 769 |
|
|
2022
Q1 | $851K | Sell |
18,813
-2,937
| -14% | -$141K | 0.01% | 857 |
|
|
2021
Q4 | $1.02M | Buy |
21,750
+18,805
| +639% | +$913K | 0.02% | 690 |
|
|
2021
Q3 | $133K | Sell |
2,945
-17,508
| -86% | -$781K | ﹤0.01% | 2157 |
|
|
2021
Q2 | $884K | Buy |
20,453
+237
| +1% | +$10.6K | 0.02% | 749 |
|
|
2021
Q1 | $863K | Sell |
20,216
-13,971
| -41% | -$544K | 0.01% | 852 |
|
|
2020
Q4 | $1.15M | Sell |
34,187
-139,977
| -80% | -$4.16M | 0.04% | 445 |
|
|
2020
Q3 | $3.91M | Buy |
174,164
+131,828
| +311% | +$2.94M | 0.04% | 119 |
|
|
2020
Q2 | $892K | Buy |
42,336
+37,233
| +730% | +$748K | 0.04% | 601 |
|
|
2020
Q1 | $93K | Sell |
5,103
-1,188
| -19% | -$29.8K | 0.01% | 1028 |
|
|
2019
Q4 | $170K | Buy |
6,291
+4,196
| +200% | +$110K | 0.01% | 655 |
|
|
2019
Q3 | $53K | Sell |
2,095
-340
| -14% | -$8.54K | ﹤0.01% | 1761 |
|
|
2019
Q2 | $64K | Buy |
2,435
+2,401
| +7,062% | +$61.1K | ﹤0.01% | 1447 |
|
|
2019
Q1 | $1K | Sell |
34
-1,069
| -97% | -$24.2K | ﹤0.01% | 3614 |
|
|
2018
Q4 | $20K | Sell |
1,103
-8,117
| -88% | -$168K | ﹤0.01% | 1947 |
|
|
2018
Q3 | $210K | Sell |
9,220
-3,961
| -30% | -$95.3K | 0.02% | 945 |
|
|
2018
Q2 | $306K | Buy |
13,181
+1,674
| +15% | +$43.5K | 0.02% | 858 |
|
|
2018
Q1 | $303K | Buy |
11,507
+7,997
| +228% | +$227K | 0.03% | 703 |
|
|
2017
Q4 | $93K | Sell |
3,510
-12,339
| -78% | -$302K | 0.01% | 907 |
|
|
2017
Q3 | $377K | Buy |
15,849
+13,540
| +586% | +$293K | 0.03% | 369 |
|
|
2017
Q2 | $47K | Buy |
+2,309
| New | +$47.4K | 0.01% | 781 |
|
|
2017
Q1 | – | Sell |
-9,970
| Closed | -$221K | – | 3829 |
|
|
2016
Q4 | $221K | Buy |
9,970
+7,436
| +293% | +$149K | 0.02% | 596 |
|
|
2016
Q3 | $43K | Sell |
2,534
-17,554
| -87% | -$282K | ﹤0.01% | 1224 |
|
|
2016
Q2 | $281K | Buy |
+20,088
| New | +$299K | 0.03% | 490 |
|
|
2016
Q1 | – | Sell |
-454
| Closed | -$9K | – | 4837 |
|
|
2015
Q4 | $9K | Sell |
454
-77
| -15% | -$1.5K | ﹤0.01% | 2289 |
|
|
2015
Q3 | $10K | Buy |
+531
| New | +$12K | ﹤0.01% | 2320 |
|
|
2015
Q2 | – | Sell |
-6,732
| Closed | -$166K | – | 4970 |
|
|
2015
Q1 | $167K | Buy |
+6,732
| New | +$155K | 0.02% | 515 |
|
|
2014
Q4 | – | Sell |
-11,549
| Closed | -$241K | – | 4633 |
|
|
2014
Q3 | $241K | Buy |
11,549
+11,171
| +2,955% | +$233K | 0.03% | 460 |
|
|
2014
Q2 | $8K | Sell |
378
-4,581
| -92% | -$94.4K | ﹤0.01% | 2538 |
|
|
2014
Q1 | $110K | Buy |
4,959
+3,892
| +365% | +$82.6K | 0.01% | 653 |
|
|
2013
Q4 | $23K | Sell |
1,067
-11,292
| -91% | -$217K | ﹤0.01% | 2174 |
|
|
2013
Q3 | $227K | Sell |
12,359
-1,085
| -8% | -$18.9K | 0.02% | 675 |
|
|
2013
Q2 | $213K | Buy |
+13,444
| New | +$204K | 0.02% | 252 |
|
Other funds holding SF
VPM
VCM
