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
Q4 | $8.93K | Sell |
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|
2025
Q3 | $10.3K | Sell |
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|
2025
Q2 | $9.76K | Hold |
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|
2025
Q1 | $8.86K | Buy |
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|
2024
Q4 | $9.55K | Hold |
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|
2024
Q3 | $8.45K | Hold |
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|
2024
Q2 | $7.57K | Sell |
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|
2024
Q1 | $7.11K | Buy |
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|
2023
Q4 | $5.32K | Buy |
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|
2023
Q3 | $4.67K | Buy |
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|
2023
Q2 | $2.8K | Buy |
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