A detailed history of Jfs Wealth Advisors, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 92 shares of SF stock, worth $10,513. This represents 0.0% of its overall portfolio holdings.

Number of Shares
92
Previous 89 3.37%
Holding current value
$10,513
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$78.91 - $93.87 $236 - $281
3 Added 3.37%
92 $8,000
Q4 2023

Feb 07, 2024

SELL
$55.44 - $69.94 $498 - $629
-9 Reduced 9.18%
89 $6,000
Q3 2023

Nov 02, 2023

BUY
$58.77 - $66.33 $646 - $729
11 Added 12.64%
98 $6,000
Q1 2023

Apr 19, 2023

SELL
$54.85 - $68.04 $548 - $680
-10 Reduced 10.31%
87 $5,000
Q4 2022

Feb 13, 2023

SELL
$51.2 - $66.52 $409 - $532
-8 Reduced 7.62%
97 $5,000
Q3 2022

Oct 21, 2022

BUY
$24.03 - $64.87 $1,369 - $3,697
57 Added 118.75%
105 $5,000
Q2 2022

Aug 02, 2022

SELL
$55.33 - $69.15 $1,659 - $2,074
-30 Reduced 38.46%
48 $3,000
Q1 2022

May 02, 2022

BUY
$61.76 - $81.43 $2,779 - $3,664
45 Added 136.36%
78 $5,000
Q4 2021

Feb 03, 2022

BUY
$65.84 - $77.66 $2,172 - $2,562
33 New
33 $2,000

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 $12.1B
  • 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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.