US Asset Management LLC’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
2,294
-55
| -2% | -$5.71K | 0.21% | 111 |
|
|
2025
Q1 | $221K | Hold |
2,349
| – | – | 0.21% | 112 |
|
|
2024
Q4 | $249K | Buy |
+2,349
| New | +$249K | 0.22% | 110 |
|
|
2024
Q3 | – | Sell |
-2,657
| Closed | -$224K | – | 125 |
|
|
2024
Q2 | $224K | Sell |
2,657
-17
| -0.6% | -$1.43K | 0.2% | 119 |
|
|
2024
Q1 | $209K | Buy |
+2,674
| New | +$209K | 0.19% | 127 |
|
|
2023
Q2 | – | Sell |
-2,664
| Closed | -$157K | – | 215 |
|
|
2023
Q1 | $157K | Sell |
2,664
-36
| -1% | -$2.12K | 0.16% | 136 |
|
|
2022
Q4 | $158K | Buy |
+2,700
| New | +$158K | 0.17% | 138 |
|
|
2022
Q2 | $153K | Buy |
2,726
+59
| +2% | +$3.31K | 0.17% | 137 |
|
|
2022
Q1 | $181K | Buy |
+2,667
| New | +$181K | 0.17% | 132 |
|
|
2021
Q4 | – | Sell |
-2,667
| Closed | -$181K | – | 219 |
|
|
2021
Q3 | $181K | Buy |
+2,667
| New | +$181K | 0.18% | 133 |
|