Venturi Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
4,683
-866
| -16% | -$89.9K | 0.02% | 334 |
|
|
2025
Q1 | $523K | Buy |
5,549
+146
| +3% | +$13.8K | 0.03% | 318 |
|
|
2024
Q4 | $573K | Buy |
5,403
+4,683
| +650% | +$497K | 0.03% | 313 |
|
|
2024
Q3 | $67.6K | Buy |
720
+47
| +7% | +$4.41K | ﹤0.01% | 675 |
|
|
2024
Q2 | $56.6K | Buy |
673
+564
| +517% | +$47.5K | ﹤0.01% | 632 |
|
|
2024
Q1 | $8.52K | Buy |
109
+73
| +203% | +$5.71K | ﹤0.01% | 965 |
|
|
2023
Q4 | $2.49K | Sell |
36
-21
| -37% | -$1.45K | ﹤0.01% | 1164 |
|
|
2023
Q3 | $3.5K | Buy |
+57
| New | +$3.5K | ﹤0.01% | 1059 |
|