Venturi Wealth Management’s Stifel SF Stock Holding History

Venturi Wealth Management’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	$556K	Buy
2025 Q2	$486K	Sell
2025 Q1	$523K	Buy
2024 Q4	$573K	Buy
2024 Q3	$67.6K	Buy
2024 Q2	$56.6K	Buy
2024 Q1	$8.52K	Buy
2023 Q4	$2.49K	Sell
2023 Q3	$3.5K	Buy