WhitTier Trust Company’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.3K Sell
2025
Q2
$9.76K Hold
2025
Q1
$8.86K Buy
2024
Q4
$9.55K Hold
2024
Q3
$8.45K Hold
2024
Q2
$7.57K Sell
2024
Q1
$7.11K Buy
2023
Q4
$5.32K Buy
2023
Q3
$4.67K Buy
2023
Q2
$2.8K Buy