A detailed history of Ever Source Wealth Advisors, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 25 shares of SF stock, worth $2,599. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 53 52.83%
Holding current value
$2,599
Previous $4,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$78.91 - $93.87 $2,209 - $2,628
-28 Reduced 52.83%
25 $2,000
Q2 2024

Aug 13, 2024

BUY
$74.35 - $84.15 $2,081 - $2,356
28 Added 112.0%
53 $4,000
Q4 2023

Feb 09, 2024

SELL
$55.44 - $69.94 $4,379 - $5,525
-79 Reduced 75.96%
25 $1,000
Q3 2023

Nov 03, 2023

BUY
$58.77 - $66.33 $1,645 - $1,857
28 Added 36.84%
104 $6,000
Q2 2023

Aug 04, 2023

SELL
$55.57 - $62.02 $10,947 - $12,217
-197 Reduced 72.16%
76 $4,000
Q1 2023

May 11, 2023

BUY
$54.85 - $68.04 $3,949 - $4,898
72 Added 35.82%
273 $16,000
Q4 2022

Feb 09, 2023

BUY
$51.2 - $66.52 $10,291 - $13,370
201 New
201 $11,000
Q2 2022

Aug 01, 2022

BUY
$55.33 - $69.15 $53,393 - $66,729
965 New
965 $54,000

Others Institutions Holding SF

About STIFEL FINANCIAL CORP


  • Ticker SF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 106,225,000
  • Market Cap $11B
  • Description
  • Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth ...
More about SF
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