Visionary 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 | $394K | Buy |
3,792
+605
| +19% | +$62.8K | 0.02% | 406 |
|
|
2025
Q1 | $300K | Hold |
3,187
| – | – | 0.02% | 443 |
|
|
2024
Q4 | $338K | Hold |
3,187
| – | – | 0.02% | 416 |
|
|
2024
Q3 | $299K | Buy |
+3,187
| New | +$299K | 0.02% | 433 |
|
|
2024
Q1 | – | Sell |
-3,254
| Closed | -$225K | – | 496 |
|
|
2023
Q4 | $225K | Buy |
+3,254
| New | +$225K | 0.02% | 442 |
|
|
2023
Q1 | – | Sell |
-5,074
| Closed | -$296K | – | 473 |
|
|
2022
Q4 | $296K | Sell |
5,074
-166
| -3% | -$9.68K | 0.03% | 322 |
|
|
2022
Q3 | $272K | Sell |
5,240
-60
| -1% | -$3.12K | 0.03% | 317 |
|
|
2022
Q2 | $297K | Sell |
5,300
-1,109
| -17% | -$62.1K | 0.03% | 327 |
|
|
2022
Q1 | $435K | Buy |
+6,409
| New | +$435K | 0.04% | 269 |
|