Waverly Advisors’s Stifel SF Stock Holding History

Waverly Advisors’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 Q2	$211K	Buy
2015 Q1	–	Sell
2014 Q4	$6K	Hold
2014 Q3	$6K	Buy