Valued Wealth Advisors’s Stifel SF Stock Holding History

Valued Wealth 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 Q3	$232	Hold
2025 Q2	$212	Hold
2025 Q1	$192	Hold
2024 Q4	$214	Hold
2024 Q3	$189	Hold
2024 Q2	$169	Hold
2024 Q1	$157	Buy