Trueblood Wealth 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 | $218K | Sell |
2,100
-95
| -4% | -$9.86K | 0.09% | 229 |
|
|
2025
Q1 | $207K | Hold |
2,195
| – | – | 0.1% | 225 |
|
|
2024
Q4 | $233K | Sell |
2,195
-400
| -15% | -$42.4K | 0.11% | 209 |
|
|
2024
Q3 | $244K | Sell |
2,595
-439
| -14% | -$41.2K | 0.12% | 194 |
|
|
2024
Q2 | $255K | Sell |
3,034
-200
| -6% | -$16.8K | 0.14% | 183 |
|
|
2024
Q1 | $253K | Hold |
3,234
| – | – | 0.14% | 184 |
|
|
2023
Q4 | $224K | Buy |
+3,234
| New | +$224K | 0.14% | 188 |
|