Wells Fargo’s Stifel SF Stock Holding History

Wells Fargo’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
2026 Q1	$31.9M	Sell	432,021 -5,655	-1%	-$449K	0.01%	1217
2025 Q4	$36.5M	Sell	437,676 -25,094	-5%	-$2.01M	0.01%	1113
2025 Q3	$35M	Sell	462,770 -12,709	-3%	-$951K	0.01%	1123
2025 Q2	$32.9M	Buy	475,479 +9,255	+2%	+$568K	0.01%	1085
2025 Q1	$29.3M	Sell	466,224 -6,729	-1%	-$474K	0.01%	1087
2024 Q4	$33.4M	Sell	472,953 -16,608	-3%	-$1.19M	0.01%	1022
2024 Q3	$30.6M	Sell	489,561 -2,003	-0.4%	-$114K	0.01%	1038
2024 Q2	$27.6M	Sell	491,564 -3,840	-0.8%	-$203K	0.01%	1050
2024 Q1	$25.8M	Buy	495,404 +28,512	+6%	+$1.4M	0.01%	1075
2023 Q4	$21.5M	Sell	466,892 -11,167	-2%	-$459K	0.01%	1142
2023 Q3	$19.6M	Buy	478,059 +66,280	+16%	+$2.79M	0.01%	1105
2023 Q2	$16.4M	Sell	411,779 -36,642	-8%	-$1.43M	﹤0.01%	1269
2023 Q1	$17.7M	Sell	448,421 -19,851	-4%	-$834K	0.01%	1211
2022 Q4	$18.2M	Sell	468,272 -20,302	-4%	-$803K	0.01%	1167
2022 Q3	$16.9M	Buy	488,574 +33,378	+7%	+$1.31M	0.01%	1180
2022 Q2	$17M	Sell	455,196 -229,148	-33%	-$9.52M	0.01%	1228
2022 Q1	$31M	Buy	684,344 +128,199	+23%	+$6.16M	0.01%	1035
2021 Q4	$26.1M	Sell	556,145 -843,342	-60%	-$40.9M	0.01%	1149
2021 Q3	$63.4M	Buy	1,399,487 +201,413	+17%	+$8.98M	0.01%	912
2021 Q2	$51.8M	Sell	1,198,074 -107,120	-8%	-$4.8M	0.01%	1043
2021 Q1	$55.7M	Sell	1,305,194 -87,567	-6%	-$3.41M	0.01%	990
2020 Q4	$46.9M	Sell	1,392,761 -97,925	-7%	-$2.91M	0.01%	1029
2020 Q3	$33.5M	Sell	1,490,686 -177,131	-11%	-$3.96M	0.01%	1081
2020 Q2	$35.2M	Buy	1,667,817 +556,913	+50%	+$11.2M	0.01%	1041
2020 Q1	$20.4M	Sell	1,110,904 -75,283	-6%	-$1.89M	0.01%	1224
2019 Q4	$32M	Sell	1,186,187 -498,838	-30%	-$13M	0.01%	1179
2019 Q3	$43M	Sell	1,685,025 -318,024	-16%	-$7.99M	0.01%	986
2019 Q2	$52.6M	Buy	2,003,049 +1,334	+0.1%	+$34K	0.02%	887
2019 Q1	$46.9M	Buy	2,001,715 +41,927	+2%	+$950K	0.01%	924
2018 Q4	$36.1M	Sell	1,959,788 -24,654	-1%	-$511K	0.01%	1003
2018 Q3	$45.2M	Buy	1,984,442 +19,731	+1%	+$475K	0.01%	983
2018 Q2	$45.6M	Buy	1,964,711 +50,663	+3%	+$1.32M	0.01%	962
2018 Q1	$50.4M	Buy	1,914,048 +11,853	+0.6%	+$336K	0.01%	889
2017 Q4	$50.4M	Buy	1,902,195 +317,536	+20%	+$7.77M	0.01%	884
2017 Q3	$37.7M	Sell	1,584,659 -95,261	-6%	-$2.06M	0.01%	1038
2017 Q2	$34.3M	Buy	1,679,920 +204,820	+14%	+$4.2M	0.01%	1060
2017 Q1	$32.9M	Buy	1,475,100 +135,763	+10%	+$3.13M	0.01%	1089
2016 Q4	$29.7M	Sell	1,339,337 -435,501	-25%	-$8.74M	0.01%	1114
2016 Q3	$30.3M	Sell	1,774,838 -2,460,420	-58%	-$39.5M	0.01%	1036
2016 Q2	$59.2M	Buy	4,235,258 +197,530	+5%	+$2.94M	0.02%	673
2016 Q1	$53.1M	Buy	4,037,728 +1,085,971	+37%	+$15.4M	0.02%	724
2015 Q4	$55.6M	Buy	2,951,757 +1,147,990	+64%	+$22.3M	0.02%	708
2015 Q3	$33.8M	Buy	1,803,767 +43,738	+2%	+$990K	0.01%	963
2015 Q2	$45.2M	Buy	1,760,029 +186,903	+12%	+$4.61M	0.02%	869
2015 Q1	$39M	Buy	1,573,126 +74,225	+5%	+$1.71M	0.02%	928
2014 Q4	$34M	Sell	1,498,901 -135,900	-8%	-$2.88M	0.01%	967
2014 Q3	$34.1M	Sell	1,634,801 -9,195	-0.6%	-$192K	0.01%	941
2014 Q2	$34.6M	Buy	1,643,996 +35,939	+2%	+$741K	0.01%	959
2014 Q1	$35.6M	Sell	1,608,057 -122,807	-7%	-$2.61M	0.02%	924
2013 Q4	$36.9M	Sell	1,730,864 -538,918	-24%	-$10.3M	0.02%	899
2013 Q3	$41.6M	Sell	2,269,782 -801,920	-26%	-$14M	0.02%	777
2013 Q2	$48.7M	Buy	+3,071,702	New	+$46.5M	0.03%	652