Truist Financial’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Buy |
45,155
+1,192
| +3% | +$124K | 0.01% | 885 |
|
|
2025
Q1 | $4.14M | Buy |
43,963
+78
| +0.2% | +$7.35K | 0.01% | 904 |
|
|
2024
Q4 | $4.66M | Sell |
43,885
-28,579
| -39% | -$3.03M | 0.01% | 851 |
|
|
2024
Q3 | $6.8M | Buy |
72,464
+574
| +0.8% | +$53.9K | 0.01% | 712 |
|
|
2024
Q2 | $6.05M | Sell |
71,890
-7,975
| -10% | -$671K | 0.01% | 780 |
|
|
2024
Q1 | $6.24M | Buy |
79,865
+25,398
| +47% | +$1.99M | 0.01% | 800 |
|
|
2023
Q4 | $3.77M | Sell |
54,467
-6,239
| -10% | -$431K | 0.01% | 969 |
|
|
2023
Q3 | $3.73M | Buy |
60,706
+13,204
| +28% | +$811K | 0.01% | 953 |
|
|
2023
Q2 | $2.83M | Sell |
47,502
-3,329
| -7% | -$199K | ﹤0.01% | 1087 |
|
|
2023
Q1 | $3M | Buy |
50,831
+29,611
| +140% | +$1.75M | 0.01% | 1037 |
|
|
2022
Q4 | $1.24M | Buy |
21,220
+2,551
| +14% | +$149K | ﹤0.01% | 1455 |
|
|
2022
Q3 | $969K | Sell |
18,669
-19,048
| -51% | -$989K | ﹤0.01% | 1502 |
|
|
2022
Q2 | $2.11M | Buy |
37,717
+22,696
| +151% | +$1.27M | ﹤0.01% | 1190 |
|
|
2022
Q1 | $1.02M | Buy |
15,021
+2,007
| +15% | +$136K | ﹤0.01% | 1614 |
|
|
2021
Q4 | $916K | Buy |
13,014
+7,254
| +126% | +$511K | ﹤0.01% | 1666 |
|
|
2021
Q3 | $392K | Buy |
5,760
+418
| +8% | +$28.4K | ﹤0.01% | 2130 |
|
|
2021
Q2 | $347K | Buy |
5,342
+415
| +8% | +$27K | ﹤0.01% | 2255 |
|
|
2021
Q1 | $316K | Sell |
4,927
-92
| -2% | -$5.9K | ﹤0.01% | 2232 |
|
|
2020
Q4 | $252K | Buy |
+5,019
| New | +$252K | ﹤0.01% | 2241 |
|
|
2020
Q1 | – | Sell |
-28,920
| Closed | -$1.17M | – | 2520 |
|
|
2019
Q4 | $1.17M | Buy |
+28,920
| New | +$1.17M | ﹤0.01% | 1359 |
|
|
2015
Q3 | – | Sell |
-5,501
| Closed | -$212K | – | 860 |
|
|
2015
Q2 | $212K | Sell |
5,501
-205
| -4% | -$7.9K | 0.01% | 745 |
|
|
2015
Q1 | $212K | Buy |
+5,706
| New | +$212K | 0.01% | 755 |
|
|
2014
Q1 | – | Sell |
-6,687
| Closed | -$214K | – | 810 |
|
|
2013
Q4 | $214K | Buy |
+6,687
| New | +$214K | 0.01% | 724 |
|