A detailed history of Journey Strategic Wealth LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,783 shares of SF stock, worth $299,784. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,783
Previous 2,780 0.11%
Holding current value
$299,784
Previous $233,000 12.02%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$78.91 - $93.87 $236 - $281
3 Added 0.11%
2,783 $261,000
Q2 2024

Aug 14, 2024

BUY
$74.35 - $84.15 $206,692 - $233,937
2,780 New
2,780 $233,000
Q2 2022

Aug 15, 2022

SELL
$55.33 - $69.15 $225,303 - $281,578
-4,072 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$61.76 - $81.43 $70,838 - $93,400
1,147 Added 39.21%
4,072 $277,000
Q4 2021

Feb 14, 2022

BUY
$65.84 - $77.66 $192,582 - $227,155
2,925 New
2,925 $206,000

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 $11.4B
  • 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 Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth 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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.