Whittier Trust’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9K | Hold |
336
| – | – | ﹤0.01% | 1017 |
|
|
2025
Q1 | $31.7K | Hold |
336
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q4 | $35.6K | Hold |
336
| – | – | ﹤0.01% | 995 |
|
|
2024
Q3 | $31.6K | Hold |
336
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q2 | $28.3K | Hold |
336
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q1 | $26.3K | Hold |
336
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q4 | $23.2K | Hold |
336
| – | – | ﹤0.01% | 1074 |
|
|
2023
Q3 | $20.6K | Hold |
336
| – | – | ﹤0.01% | 1111 |
|
|
2023
Q2 | $20K | Hold |
336
| – | – | ﹤0.01% | 1126 |
|
|
2023
Q1 | $19.9K | Hold |
336
| – | – | ﹤0.01% | 1157 |
|
|
2022
Q4 | $19.6K | Hold |
336
| – | – | ﹤0.01% | 1152 |
|
|
2022
Q3 | $17K | Hold |
336
| – | – | ﹤0.01% | 1234 |
|
|
2022
Q2 | $19K | Hold |
336
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q1 | $23K | Hold |
336
| – | – | ﹤0.01% | 1174 |
|
|
2021
Q4 | $24K | Hold |
336
| – | – | ﹤0.01% | 1141 |
|
|
2021
Q3 | $23K | Buy |
+336
| New | +$23K | ﹤0.01% | 1095 |
|
|
2017
Q2 | – | Sell |
-254
| Closed | -$8K | – | 1315 |
|
|
2017
Q1 | $8K | Buy |
+254
| New | +$8K | ﹤0.01% | 1058 |
|