Xponance’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.34M | Buy |
18,115
+4,160
| +30% | +$330K | 0.01% | 658 |
|
|
2025
Q4 | $1.16M | Sell |
13,955
-2,965
| -18% | -$237K | 0.01% | 651 |
|
|
2025
Q3 | $1.28M | Sell |
16,920
-224
| -1% | -$16.8K | 0.01% | 651 |
|
|
2025
Q2 | $1.19M | Sell |
17,144
-474
| -3% | -$29.1K | 0.01% | 654 |
|
|
2025
Q1 | $1.11M | Buy |
17,618
+81
| +0.5% | +$5.71K | 0.01% | 656 |
|
|
2024
Q4 | $1.24M | Buy |
17,537
+836
| +5% | +$59.7K | 0.01% | 646 |
|
|
2024
Q3 | $1.05M | Buy |
16,701
+58
| +0.3% | +$3.31K | 0.01% | 687 |
|
|
2024
Q2 | $934K | Sell |
16,643
-1,908
| -10% | -$101K | 0.01% | 689 |
|
|
2024
Q1 | $967K | Buy |
18,551
+54
| +0.3% | +$2.66K | 0.01% | 731 |
|
|
2023
Q4 | $853K | Sell |
18,497
-397
| -2% | -$16.3K | 0.01% | 727 |
|
|
2023
Q3 | $774K | Sell |
18,894
-317
| -2% | -$13.4K | 0.01% | 731 |
|
|
2023
Q2 | $764K | Sell |
19,211
-1,590
| -8% | -$62K | 0.01% | 747 |
|
|
2023
Q1 | $819K | Sell |
20,801
-72
| -0.3% | -$3.03K | 0.01% | 725 |
|
|
2022
Q4 | $812K | Buy |
20,873
+2,121
| +11% | +$83.9K | 0.01% | 709 |
|
|
2022
Q3 | $649K | Sell |
18,752
-295
| -2% | -$11.6K | 0.01% | 736 |
|
|
2022
Q2 | $711K | Buy |
19,047
+1,926
| +11% | +$80K | 0.01% | 710 |
|
|
2022
Q1 | $775K | Sell |
17,121
-225
| -1% | -$10.8K | 0.01% | 697 |
|
|
2021
Q4 | $814K | Sell |
17,346
-488
| -3% | -$23.7K | 0.01% | 699 |
|
|
2021
Q3 | $808K | Sell |
17,834
-858
| -5% | -$38.3K | 0.02% | 660 |
|
|
2021
Q2 | $808K | Buy |
18,692
+1,053
| +6% | +$47.2K | 0.01% | 691 |
|
|
2021
Q1 | $753K | Sell |
17,639
-3,076
| -15% | -$120K | 0.02% | 594 |
|
|
2020
Q4 | $697K | Buy |
20,715
+195
| +1% | +$5.79K | 0.02% | 600 |
|
|
2020
Q3 | $461K | Sell |
20,520
-353
| -2% | -$7.88K | 0.01% | 679 |
|
|
2020
Q2 | $440K | Buy |
+20,873
| New | +$419K | 0.01% | 660 |
|
Other funds holding SF
VPM
VCM
