Trillium Asset 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
Q2 | $8.17M | Sell |
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|
2025
Q1 | $7.76M | Buy |
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|
2024
Q4 | $7.74M | Sell |
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|
2024
Q3 | $7.16M | Sell |
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|
2024
Q2 | $6.52M | Buy |
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|
2024
Q1 | $5.66M | Buy |
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|
2023
Q4 | $4.91M | Buy |
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|
2023
Q3 | $3.92M | Buy |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $3.21M | Buy |
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|
2022
Q4 | $3.01M | Sell |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $2.91M | Buy |
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|
2022
Q1 | $3.49M | Sell |
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|
2021
Q4 | $3.91M | Buy |
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|
2021
Q3 | $3.43M | Buy |
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|
2021
Q2 | $2.92M | Buy |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $1.91M | Sell |
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|
2019
Q3 | $2.88M | Buy |
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|
2019
Q2 | $2.97M | Buy |
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|
2019
Q1 | $2.35M | Buy |
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|
2018
Q4 | $1.82M | Buy |
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|
2018
Q3 | $2.21M | Buy |
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|
2018
Q2 | $1.52M | Sell |
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|
2018
Q1 | $1.72M | Sell |
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|
2017
Q4 | $1.85M | Sell |
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|
2017
Q3 | $1.8M | Sell |
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|
2017
Q2 | $7.33M | Sell |
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|
2017
Q1 | $8.83M | Sell |
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|
2016
Q4 | $8.88M | Sell |
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|
2016
Q3 | $8.84M | Sell |
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|
2016
Q2 | $12.8M | Buy |
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|
2016
Q1 | $10.8M | Buy |
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|
2015
Q4 | $15.2M | Sell |
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|
2015
Q3 | $15.6M | Buy |
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|
2015
Q2 | $21.3M | Buy |
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|
2015
Q1 | $20.3M | Buy |
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|
2014
Q4 | $18.4M | Buy |
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|
2014
Q3 | $16.4M | Buy |
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|
2014
Q2 | $16.2M | Buy |
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|
2014
Q1 | $1.09M | Buy |
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