Zurich Cantonal Bank’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 | $2.94M | Buy |
39,745
+3,152
| +9% | +$250K | 0.01% | 851 |
|
|
2025
Q4 | $3.05M | Buy |
36,593
+6,339
| +21% | +$507K | 0.01% | 790 |
|
|
2025
Q3 | $2.29M | Buy |
30,254
+807
| +3% | +$60.4K | 0.01% | 856 |
|
|
2025
Q2 | $2.04M | Buy |
29,447
+2,274
| +8% | +$140K | 0.01% | 857 |
|
|
2025
Q1 | $1.71M | Hold |
27,173
| – | – | ﹤0.01% | 892 |
|
|
2024
Q4 | $1.92M | Buy |
27,173
+1,911
| +8% | +$136K | 0.01% | 863 |
|
|
2024
Q3 | $1.58M | Hold |
25,262
| – | – | ﹤0.01% | 894 |
|
|
2024
Q2 | $1.42M | Sell |
25,262
-5,523
| -18% | -$293K | ﹤0.01% | 892 |
|
|
2024
Q1 | $1.6M | Sell |
30,785
-2,905
| -9% | -$143K | 0.01% | 834 |
|
|
2023
Q4 | $1.55M | Buy |
33,690
+1,921
| +6% | +$79K | 0.01% | 844 |
|
|
2023
Q3 | $1.3M | Buy |
31,769
+5,685
| +22% | +$239K | 0.01% | 855 |
|
|
2023
Q2 | $1.04M | Buy |
26,084
+2,333
| +10% | +$91K | ﹤0.01% | 922 |
|
|
2023
Q1 | $936K | Buy |
23,751
+1,101
| +5% | +$46.3K | ﹤0.01% | 928 |
|
|
2022
Q4 | $881K | Buy |
22,650
+1,789
| +9% | +$70.8K | ﹤0.01% | 927 |
|
|
2022
Q3 | $722K | Buy |
20,861
+1,359
| +7% | +$53.5K | ﹤0.01% | 978 |
|
|
2022
Q2 | $728K | Sell |
19,502
-1,213
| -6% | -$50.4K | ﹤0.01% | 999 |
|
|
2022
Q1 | $938K | Sell |
20,715
-864
| -4% | -$41.5K | ﹤0.01% | 970 |
|
|
2021
Q4 | $1.01M | Buy |
21,579
+5,475
| +34% | +$266K | ﹤0.01% | 994 |
|
|
2021
Q3 | $730K | Hold |
16,104
| – | – | ﹤0.01% | 1062 |
|
|
2021
Q2 | $696K | Sell |
16,104
-819
| -5% | -$36.7K | ﹤0.01% | 1037 |
|
|
2021
Q1 | $723K | Sell |
16,923
-1,982
| -10% | -$77.2K | ﹤0.01% | 1009 |
|
|
2020
Q4 | $636K | Buy |
18,905
+1,247
| +7% | +$37K | ﹤0.01% | 1148 |
|
|
2020
Q3 | $397K | Hold |
17,658
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q2 | $372K | Buy |
17,658
+5,089
| +40% | +$102K | ﹤0.01% | 1165 |
|
|
2020
Q1 | $231K | Buy |
12,569
+1,384
| +12% | +$34.7K | ﹤0.01% | 1155 |
|
|
2019
Q4 | $301K | Buy |
11,185
+1,620
| +17% | +$42.3K | ﹤0.01% | 1124 |
|
|
2019
Q3 | $244K | Buy |
9,565
+306
| +3% | +$7.69K | ﹤0.01% | 1149 |
|
|
2019
Q2 | $243K | Hold |
9,259
| – | – | ﹤0.01% | 1145 |
|
|
2019
Q1 | $217K | Sell |
9,259
-1,971
| -18% | -$44.6K | ﹤0.01% | 1159 |
|
|
2018
Q4 | $207K | Buy |
11,230
+1,407
| +14% | +$29.2K | ﹤0.01% | 1188 |
|
|
2018
Q3 | $224K | Hold |
9,823
| – | – | ﹤0.01% | 1242 |
|
|
2018
Q2 | $228K | Buy |
9,823
+1,282
| +15% | +$33.4K | ﹤0.01% | 1168 |
|
|
2018
Q1 | $225K | Hold |
8,541
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q4 | $226K | Buy |
8,541
+2,759
| +48% | +$67.5K | ﹤0.01% | 1116 |
|
|
2017
Q3 | $137K | Hold |
5,782
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q2 | $118K | Buy |
5,782
+477
| +9% | +$9.79K | ﹤0.01% | 1264 |
|
|
2017
Q1 | $118K | Hold |
5,305
| – | – | ﹤0.01% | 1240 |
|
|
2016
Q4 | $118K | Hold |
5,305
| – | – | ﹤0.01% | 1211 |
|
|
2016
Q3 | $91K | Buy |
5,305
+636
| +14% | +$10.2K | ﹤0.01% | 1320 |
|
|
2016
Q2 | $65K | Hold |
4,669
| – | – | ﹤0.01% | 1376 |
|
|
2016
Q1 | $61K | Hold |
4,669
| – | – | ﹤0.01% | 1354 |
|
|
2015
Q4 | $88K | Buy |
4,669
+2,734
| +141% | +$53.1K | ﹤0.01% | 1198 |
|
|
2015
Q3 | $36K | Buy |
1,935
+1,310
| +210% | +$29.7K | ﹤0.01% | 1272 |
|
|
2015
Q2 | $16K | Hold |
625
| – | – | ﹤0.01% | 1173 |
|
|
2015
Q1 | $15K | Buy |
+625
| New | +$14.4K | ﹤0.01% | 1193 |
|
Other funds holding SF
VPM
VCM
