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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.95M | Buy |
26,332
+395
| +2% | +$31.4K | ﹤0.01% | 1343 |
|
|
2025
Q4 | $2.17M | Sell |
25,937
-39,717
| -60% | -$3.17M | ﹤0.01% | 1250 |
|
|
2025
Q3 | $4.97M | Sell |
65,654
-2,079
| -3% | -$156K | 0.01% | 887 |
|
|
2025
Q2 | $4.69M | Buy |
67,733
+1,788
| +3% | +$110K | 0.01% | 887 |
|
|
2025
Q1 | $4.14M | Buy |
65,945
+117
| +0.2% | +$8.25K | 0.01% | 907 |
|
|
2024
Q4 | $4.66M | Sell |
65,828
-42,868
| -39% | -$3.06M | 0.01% | 855 |
|
|
2024
Q3 | $6.8M | Buy |
108,696
+861
| +0.8% | +$49.1K | 0.01% | 717 |
|
|
2024
Q2 | $6.05M | Sell |
107,835
-11,963
| -10% | -$634K | 0.01% | 785 |
|
|
2024
Q1 | $6.24M | Buy |
119,798
+38,097
| +47% | +$1.88M | 0.01% | 801 |
|
|
2023
Q4 | $3.77M | Sell |
81,701
-9,358
| -10% | -$385K | 0.01% | 970 |
|
|
2023
Q3 | $3.73M | Buy |
91,059
+19,806
| +28% | +$834K | 0.01% | 955 |
|
|
2023
Q2 | $2.83M | Sell |
71,253
-4,994
| -7% | -$195K | ﹤0.01% | 1091 |
|
|
2023
Q1 | $3M | Buy |
76,247
+44,417
| +140% | +$1.87M | 0.01% | 1041 |
|
|
2022
Q4 | $1.24M | Buy |
31,830
+3,826
| +14% | +$151K | ﹤0.01% | 1457 |
|
|
2022
Q3 | $969K | Sell |
28,004
-28,572
| -51% | -$1.12M | ﹤0.01% | 1506 |
|
|
2022
Q2 | $2.11M | Buy |
56,576
+34,044
| +151% | +$1.41M | ﹤0.01% | 1193 |
|
|
2022
Q1 | $1.02M | Buy |
22,532
+3,011
| +15% | +$145K | ﹤0.01% | 1619 |
|
|
2021
Q4 | $916K | Buy |
19,521
+10,881
| +126% | +$528K | ﹤0.01% | 1680 |
|
|
2021
Q3 | $392K | Buy |
8,640
+627
| +8% | +$28K | ﹤0.01% | 2155 |
|
|
2021
Q2 | $347K | Buy |
8,013
+622
| +8% | +$27.9K | ﹤0.01% | 2283 |
|
|
2021
Q1 | $316K | Sell |
7,391
-138
| -2% | -$5.38K | ﹤0.01% | 2254 |
|
|
2020
Q4 | $252K | Buy |
+7,529
| New | +$224K | ﹤0.01% | 2264 |
|
|
2020
Q1 | – | Sell |
-43,380
| Closed | -$1.17M | – | 2564 |
|
|
2019
Q4 | $1.17M | Buy |
+43,380
| New | +$1.13M | ﹤0.01% | 1371 |
|
|
2015
Q3 | – | Sell |
-8,251
| Closed | -$212K | – | 860 |
|
|
2015
Q2 | $212K | Sell |
8,251
-308
| -4% | -$7.59K | 0.01% | 745 |
|
|
2015
Q1 | $212K | Buy |
+8,559
| New | +$198K | 0.01% | 755 |
|
|
2014
Q1 | – | Sell |
-10,031
| Closed | -$214K | – | 810 |
|
|
2013
Q4 | $214K | Buy |
+10,031
| New | +$193K | 0.01% | 724 |
|
Other funds holding SF
VPM
VCM
