Wealth Enhancement Advisory Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
12,487
-7,224
| -37% | -$789K | ﹤0.01% | 1558 |
|
|
2025
Q1 | $1.86M | Buy |
19,711
+14,284
| +263% | +$1.35M | ﹤0.01% | 1281 |
|
|
2024
Q4 | $576K | Buy |
5,427
+758
| +16% | +$80.4K | ﹤0.01% | 1869 |
|
|
2024
Q3 | $438K | Sell |
4,669
-1,424
| -23% | -$134K | ﹤0.01% | 1889 |
|
|
2024
Q2 | $513K | Buy |
6,093
+1,065
| +21% | +$89.6K | ﹤0.01% | 1634 |
|
|
2024
Q1 | $393K | Buy |
5,028
+141
| +3% | +$11K | ﹤0.01% | 1729 |
|
|
2023
Q4 | $338K | Buy |
+4,887
| New | +$338K | ﹤0.01% | 1737 |
|