Valued Wealth 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 | $212 | Hold |
2
| – | – | ﹤0.01% | 573 |
|
|
2025
Q1 | $192 | Hold |
2
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $214 | Hold |
2
| – | – | ﹤0.01% | 607 |
|
|
2024
Q3 | $189 | Hold |
2
| – | – | ﹤0.01% | 599 |
|
|
2024
Q2 | $169 | Hold |
2
| – | – | ﹤0.01% | 571 |
|
|
2024
Q1 | $157 | Buy |
+2
| New | +$157 | ﹤0.01% | 566 |
|