Yorktown Management & Research 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 | $556K | Hold |
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|
2025
Q2 | $509K | Hold |
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|
2025
Q1 | $462K | Hold |
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|
2024
Q4 | $520K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $383K | Hold |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $523K | Hold |
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|
2021
Q4 | $542K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $212K | Hold |
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|
2015
Q3 | $211K | Hold |
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|
2015
Q2 | $289K | Hold |
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|
2015
Q1 | $279K | Hold |
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|
2014
Q4 | $255K | Hold |
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|
2014
Q3 | $234K | Hold |
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|
2014
Q2 | $237K | Hold |
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|
2014
Q1 | $249K | Hold |
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|
2013
Q4 | $240K | Hold |
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|
2013
Q3 | $206K | Buy |
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