United Capital Financial Advisors’s Stifel SF Stock Holding History

United Capital Financial Advisors’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$322K	Sell
2025 Q1	$307K	Buy
2024 Q4	$334K	Sell
2024 Q3	$298K	Sell
2024 Q2	$340K	Buy
2024 Q1	$272K	Sell
2023 Q4	$255K	Buy