Truist Financial’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 | $4.97M | Sell |
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|
2025
Q2 | $4.69M | Buy |
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|
2025
Q1 | $4.14M | Buy |
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|
2024
Q4 | $4.66M | Sell |
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|
2024
Q3 | $6.8M | Buy |
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|
2024
Q2 | $6.05M | Sell |
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|
2024
Q1 | $6.24M | Buy |
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|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $2.83M | Sell |
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $969K | Sell |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $916K | Buy |
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|
2021
Q3 | $392K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.17M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $212K | Sell |
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|
2015
Q1 | $212K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $214K | Buy |
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