Wells Fargo’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Buy |
316,986
+6,170
| +2% | +$640K | 0.01% | 993 |
|
|
2025
Q1 | $29.3M | Sell |
310,816
-4,486
| -1% | -$423K | 0.01% | 994 |
|
|
2024
Q4 | $33.4M | Sell |
315,302
-11,072
| -3% | -$1.17M | 0.01% | 921 |
|
|
2024
Q3 | $30.6M | Sell |
326,374
-1,335
| -0.4% | -$125K | 0.01% | 956 |
|
|
2024
Q2 | $27.6M | Sell |
327,709
-2,560
| -0.8% | -$215K | 0.01% | 974 |
|
|
2024
Q1 | $25.8M | Buy |
330,269
+19,008
| +6% | +$1.49M | 0.01% | 991 |
|
|
2023
Q4 | $21.5M | Sell |
311,261
-7,445
| -2% | -$515K | 0.01% | 1051 |
|
|
2023
Q3 | $19.6M | Buy |
318,706
+44,187
| +16% | +$2.71M | 0.01% | 1043 |
|
|
2023
Q2 | $16.4M | Sell |
274,519
-24,428
| -8% | -$1.46M | ﹤0.01% | 1212 |
|
|
2023
Q1 | $17.7M | Sell |
298,947
-13,234
| -4% | -$782K | 0.01% | 1157 |
|
|
2022
Q4 | $18.2M | Sell |
312,181
-13,535
| -4% | -$790K | 0.01% | 1113 |
|
|
2022
Q3 | $16.9M | Buy |
325,716
+22,252
| +7% | +$1.16M | 0.01% | 1127 |
|
|
2022
Q2 | $17M | Sell |
303,464
-152,765
| -33% | -$8.56M | 0.01% | 1178 |
|
|
2022
Q1 | $31M | Buy |
456,229
+85,466
| +23% | +$5.8M | 0.01% | 1000 |
|
|
2021
Q4 | $26.1M | Sell |
370,763
-562,228
| -60% | -$39.6M | 0.01% | 1100 |
|
|
2021
Q3 | $63.4M | Buy |
932,991
+134,275
| +17% | +$9.13M | 0.01% | 895 |
|
|
2021
Q2 | $51.8M | Sell |
798,716
-71,413
| -8% | -$4.63M | 0.01% | 1023 |
|
|
2021
Q1 | $55.7M | Sell |
870,129
-58,378
| -6% | -$3.74M | 0.01% | 967 |
|
|
2020
Q4 | $46.9M | Sell |
928,507
-65,284
| -7% | -$3.29M | 0.01% | 1025 |
|
|
2020
Q3 | $33.5M | Sell |
993,791
-118,087
| -11% | -$3.98M | 0.01% | 1073 |
|
|
2020
Q2 | $35.2M | Buy |
1,111,878
+371,275
| +50% | +$11.7M | 0.01% | 1035 |
|
|
2020
Q1 | $20.4M | Sell |
740,603
-50,188
| -6% | -$1.38M | 0.01% | 1214 |
|
|
2019
Q4 | $32M | Sell |
790,791
-332,559
| -30% | -$13.4M | 0.01% | 1177 |
|
|
2019
Q3 | $43M | Sell |
1,123,350
-212,016
| -16% | -$8.11M | 0.01% | 984 |
|
|
2019
Q2 | $52.6M | Buy |
1,335,366
+889
| +0.1% | +$35K | 0.02% | 887 |
|
|
2019
Q1 | $46.9M | Buy |
1,334,477
+27,951
| +2% | +$983K | 0.01% | 924 |
|
|
2018
Q4 | $36.1M | Sell |
1,306,526
-16,435
| -1% | -$454K | 0.01% | 1000 |
|
|
2018
Q3 | $45.2M | Buy |
1,322,961
+13,153
| +1% | +$449K | 0.01% | 983 |
|
|
2018
Q2 | $45.6M | Buy |
1,309,808
+33,776
| +3% | +$1.18M | 0.01% | 962 |
|
|
2018
Q1 | $50.4M | Buy |
1,276,032
+7,902
| +0.6% | +$312K | 0.01% | 888 |
|
|
2017
Q4 | $50.4M | Buy |
1,268,130
+211,690
| +20% | +$8.41M | 0.01% | 884 |
|
|
2017
Q3 | $37.7M | Sell |
1,056,440
-63,507
| -6% | -$2.26M | 0.01% | 1036 |
|
|
2017
Q2 | $34.3M | Buy |
1,119,947
+136,547
| +14% | +$4.19M | 0.01% | 1058 |
|
|
2017
Q1 | $32.9M | Buy |
983,400
+90,508
| +10% | +$3.03M | 0.01% | 1087 |
|
|
2016
Q4 | $29.7M | Sell |
892,892
-290,334
| -25% | -$9.67M | 0.01% | 1111 |
|
|
2016
Q3 | $30.3M | Sell |
1,183,226
-1,640,280
| -58% | -$42M | 0.01% | 1032 |
|
|
2016
Q2 | $59.2M | Buy |
2,823,506
+131,687
| +5% | +$2.76M | 0.02% | 672 |
|
|
2016
Q1 | $53.1M | Buy |
2,691,819
+723,981
| +37% | +$14.3M | 0.02% | 723 |
|
|
2015
Q4 | $55.6M | Buy |
1,967,838
+765,327
| +64% | +$21.6M | 0.02% | 707 |
|
|
2015
Q3 | $33.8M | Buy |
1,202,511
+29,158
| +2% | +$818K | 0.01% | 960 |
|
|
2015
Q2 | $45.2M | Buy |
1,173,353
+124,602
| +12% | +$4.8M | 0.02% | 868 |
|
|
2015
Q1 | $39M | Buy |
1,048,751
+49,484
| +5% | +$1.84M | 0.02% | 927 |
|
|
2014
Q4 | $34M | Sell |
999,267
-90,600
| -8% | -$3.08M | 0.01% | 967 |
|
|
2014
Q3 | $34.1M | Sell |
1,089,867
-6,131
| -0.6% | -$192K | 0.01% | 940 |
|
|
2014
Q2 | $34.6M | Buy |
1,095,998
+23,960
| +2% | +$756K | 0.01% | 956 |
|
|
2014
Q1 | $35.6M | Sell |
1,072,038
-81,872
| -7% | -$2.72M | 0.02% | 923 |
|
|
2013
Q4 | $36.9M | Sell |
1,153,910
-359,278
| -24% | -$11.5M | 0.02% | 898 |
|
|
2013
Q3 | $41.6M | Sell |
1,513,188
-534,614
| -26% | -$14.7M | 0.02% | 777 |
|
|
2013
Q2 | $48.7M | Buy |
+2,047,802
| New | +$48.7M | 0.03% | 652 |
|