WhitTier Trust Company’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.76K | Hold |
94
| – | – | ﹤0.01% | 1141 |
|
|
2025
Q1 | $8.86K | Buy |
94
+4
| +4% | +$377 | ﹤0.01% | 1119 |
|
|
2024
Q4 | $9.55K | Hold |
90
| – | – | ﹤0.01% | 1069 |
|
|
2024
Q3 | $8.45K | Hold |
90
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q2 | $7.57K | Sell |
90
-1
| -1% | -$84 | ﹤0.01% | 1027 |
|
|
2024
Q1 | $7.11K | Buy |
91
+14
| +18% | +$1.09K | ﹤0.01% | 991 |
|
|
2023
Q4 | $5.32K | Buy |
77
+1
| +1% | +$69 | ﹤0.01% | 1028 |
|
|
2023
Q3 | $4.67K | Buy |
76
+29
| +62% | +$1.78K | ﹤0.01% | 998 |
|
|
2023
Q2 | $2.8K | Buy |
+47
| New | +$2.8K | ﹤0.01% | 1078 |
|