Zurich Cantonal Bank’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
19,631
+1,516
| +8% | +$157K | 0.01% | 857 |
|
|
2025
Q1 | $1.71M | Hold |
18,115
| – | – | ﹤0.01% | 892 |
|
|
2024
Q4 | $1.92M | Buy |
18,115
+1,274
| +8% | +$135K | 0.01% | 863 |
|
|
2024
Q3 | $1.58M | Hold |
16,841
| – | – | ﹤0.01% | 894 |
|
|
2024
Q2 | $1.42M | Sell |
16,841
-3,682
| -18% | -$310K | ﹤0.01% | 892 |
|
|
2024
Q1 | $1.6M | Sell |
20,523
-1,937
| -9% | -$151K | 0.01% | 834 |
|
|
2023
Q4 | $1.55M | Buy |
22,460
+1,281
| +6% | +$88.6K | 0.01% | 844 |
|
|
2023
Q3 | $1.3M | Buy |
21,179
+3,790
| +22% | +$233K | 0.01% | 855 |
|
|
2023
Q2 | $1.04M | Buy |
17,389
+1,555
| +10% | +$92.8K | ﹤0.01% | 922 |
|
|
2023
Q1 | $936K | Buy |
15,834
+734
| +5% | +$43.4K | ﹤0.01% | 928 |
|
|
2022
Q4 | $881K | Buy |
15,100
+1,193
| +9% | +$69.6K | ﹤0.01% | 927 |
|
|
2022
Q3 | $722K | Buy |
13,907
+906
| +7% | +$47K | ﹤0.01% | 978 |
|
|
2022
Q2 | $728K | Sell |
13,001
-809
| -6% | -$45.3K | ﹤0.01% | 999 |
|
|
2022
Q1 | $938K | Sell |
13,810
-576
| -4% | -$39.1K | ﹤0.01% | 970 |
|
|
2021
Q4 | $1.01M | Buy |
14,386
+3,650
| +34% | +$257K | ﹤0.01% | 994 |
|
|
2021
Q3 | $730K | Hold |
10,736
| – | – | ﹤0.01% | 1062 |
|
|
2021
Q2 | $696K | Sell |
10,736
-546
| -5% | -$35.4K | ﹤0.01% | 1037 |
|
|
2021
Q1 | $723K | Sell |
11,282
-1,321
| -10% | -$84.7K | ﹤0.01% | 1009 |
|
|
2020
Q4 | $636K | Buy |
12,603
+831
| +7% | +$41.9K | ﹤0.01% | 1148 |
|
|
2020
Q3 | $397K | Hold |
11,772
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q2 | $372K | Buy |
11,772
+3,393
| +40% | +$107K | ﹤0.01% | 1165 |
|
|
2020
Q1 | $231K | Buy |
8,379
+922
| +12% | +$25.4K | ﹤0.01% | 1155 |
|
|
2019
Q4 | $301K | Buy |
7,457
+1,080
| +17% | +$43.6K | ﹤0.01% | 1124 |
|
|
2019
Q3 | $244K | Buy |
6,377
+204
| +3% | +$7.81K | ﹤0.01% | 1149 |
|
|
2019
Q2 | $243K | Hold |
6,173
| – | – | ﹤0.01% | 1145 |
|
|
2019
Q1 | $217K | Sell |
6,173
-1,314
| -18% | -$46.2K | ﹤0.01% | 1159 |
|
|
2018
Q4 | $207K | Buy |
7,487
+938
| +14% | +$25.9K | ﹤0.01% | 1188 |
|
|
2018
Q3 | $224K | Hold |
6,549
| – | – | ﹤0.01% | 1242 |
|
|
2018
Q2 | $228K | Buy |
6,549
+855
| +15% | +$29.8K | ﹤0.01% | 1168 |
|
|
2018
Q1 | $225K | Hold |
5,694
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q4 | $226K | Buy |
5,694
+1,839
| +48% | +$73K | ﹤0.01% | 1116 |
|
|
2017
Q3 | $137K | Hold |
3,855
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q2 | $118K | Buy |
3,855
+318
| +9% | +$9.73K | ﹤0.01% | 1264 |
|
|
2017
Q1 | $118K | Hold |
3,537
| – | – | ﹤0.01% | 1240 |
|
|
2016
Q4 | $118K | Hold |
3,537
| – | – | ﹤0.01% | 1211 |
|
|
2016
Q3 | $91K | Buy |
3,537
+424
| +14% | +$10.9K | ﹤0.01% | 1320 |
|
|
2016
Q2 | $65K | Hold |
3,113
| – | – | ﹤0.01% | 1376 |
|
|
2016
Q1 | $61K | Hold |
3,113
| – | – | ﹤0.01% | 1354 |
|
|
2015
Q4 | $88K | Buy |
3,113
+1,823
| +141% | +$51.5K | ﹤0.01% | 1198 |
|
|
2015
Q3 | $36K | Buy |
1,290
+873
| +209% | +$24.4K | ﹤0.01% | 1272 |
|
|
2015
Q2 | $16K | Hold |
417
| – | – | ﹤0.01% | 1173 |
|
|
2015
Q1 | $15K | Buy |
+417
| New | +$15K | ﹤0.01% | 1193 |
|