Waverly 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	$211K	Buy	+2,029	New	+$211K	﹤0.01%	1100
2015 Q1	–	Sell	-191	Closed	-$6K	–	420
2014 Q4	$6K	Hold	191	–	–	﹤0.01%	360
2014 Q3	$6K	Buy	+191	New	+$6K	﹤0.01%	596