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Venturi Wealth Management’s SFL Corp SFL Stock Holding History

Venturi Wealth Management’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-395
Closed -$4.57K – 2039
2024
Q3 		$4.57K Buy
+395
New +$4.73K ﹤0.01% 1458

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Geode Capital Management
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BCM
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Morgan Stanley
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Venturi Wealth Management's SFL Position: Q4 2024 in Review

Venturi Wealth Management sold out of SFL Corp (SFL) in Q4 2024, closing a stake of 395 shares — an estimated $4.57K sold.

Venturi Wealth Management first reported a position in SFL in Q3 2024 and held it in 1 quarter. The position peaked at $4.57K in Q3 2024. 204 funds tracked by Wall St. Rank hold SFL as of Q4 2024.

  • Venturi Wealth Management reported no remaining SFL Corp position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 395 SFL Corp shares in Q4 2024, an estimated $4.57K.
  • Venturi Wealth Management first reported a position in SFL Corp in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's SFL Corp position peaked at $4.57K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held SFL Corp as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.