United Capital Financial Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
3,099
-159
| -5% | -$16.5K | ﹤0.01% | 889 |
|
|
2025
Q1 | $307K | Buy |
3,258
+109
| +3% | +$10.3K | ﹤0.01% | 872 |
|
|
2024
Q4 | $334K | Sell |
3,149
-23
| -0.7% | -$2.44K | ﹤0.01% | 843 |
|
|
2024
Q3 | $298K | Sell |
3,172
-872
| -22% | -$81.9K | ﹤0.01% | 876 |
|
|
2024
Q2 | $340K | Buy |
4,044
+566
| +16% | +$47.6K | ﹤0.01% | 801 |
|
|
2024
Q1 | $272K | Sell |
3,478
-212
| -6% | -$16.6K | ﹤0.01% | 908 |
|
|
2023
Q4 | $255K | Buy |
+3,690
| New | +$255K | ﹤0.01% | 926 |
|