TwinBeech Capital’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46,587
| Closed | -$4.39M | – | 948 |
|
|
2025
Q1 | $4.39M | Sell |
46,587
-23,439
| -33% | -$2.21M | 0.08% | 270 |
|
|
2024
Q4 | $7.43M | Buy |
+70,026
| New | +$7.43M | 0.13% | 181 |
|
|
2024
Q2 | – | Sell |
-22,629
| Closed | -$1.77M | – | 763 |
|
|
2024
Q1 | $1.77M | Sell |
22,629
-17,185
| -43% | -$1.34M | 0.04% | 356 |
|
|
2023
Q4 | $2.75M | Sell |
39,814
-3,488
| -8% | -$241K | 0.04% | 356 |
|
|
2023
Q3 | $2.66M | Buy |
43,302
+17,440
| +67% | +$1.07M | 0.05% | 365 |
|
|
2023
Q2 | $1.54M | Buy |
+25,862
| New | +$1.54M | 0.03% | 409 |
|
|
2022
Q1 | – | Sell |
-9,748
| Closed | -$686K | – | 716 |
|
|
2021
Q4 | $686K | Buy |
+9,748
| New | +$686K | 0.04% | 386 |
|
|
2020
Q3 | – | Sell |
-14,388
| Closed | -$455K | – | 562 |
|
|
2020
Q2 | $455K | Buy |
+14,388
| New | +$455K | 0.1% | 248 |
|