United Services Automobile Association’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 |
-6,685
| Closed | -$628K | – | 850 |
|
|
2025
Q1 | $628K | Buy |
+6,685
| New | +$628K | 0.02% | 431 |
|
|
2023
Q1 | – | Sell |
-11,577
| Closed | -$676K | – | 501 |
|
|
2022
Q4 | $676K | Hold |
11,577
| – | – | 0.02% | 371 |
|
|
2022
Q3 | $601K | Buy |
11,577
+398
| +4% | +$20.7K | 0.02% | 383 |
|
|
2022
Q2 | $627K | Buy |
+11,179
| New | +$627K | 0.02% | 377 |
|
|
2019
Q3 | – | Sell |
-168,605
| Closed | -$6.64M | – | 1501 |
|
|
2019
Q2 | $6.64M | Buy |
168,605
+75,530
| +81% | +$2.97M | 0.02% | 695 |
|
|
2019
Q1 | $3.27M | Buy |
93,075
+2,850
| +3% | +$100K | 0.01% | 942 |
|
|
2018
Q4 | $2.49M | Buy |
90,225
+29,400
| +48% | +$812K | 0.01% | 981 |
|
|
2018
Q3 | $2.08M | Sell |
60,825
-821
| -1% | -$28.1K | 0.01% | 1117 |
|
|
2018
Q2 | $2.15M | Buy |
61,646
+18,738
| +44% | +$653K | 0.01% | 1116 |
|
|
2018
Q1 | $1.69M | Buy |
+42,908
| New | +$1.69M | ﹤0.01% | 1174 |
|