Stifel Financial Corp Franklin U.S. Low Volatility H Transaction History

Stifel Financial Corp

$106 Billion
Q3 2025

A detailed history of Stifel Financial Corp transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Stifel Financial Corp holds 40,068 shares of LVHD stock, worth $1.61 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

40,068

Previous 39,051 2.6%

Holding current value

$1.61 Million

Previous $1.56 Million 6.43%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$39.89 - $41.55 $40,568 - $42,256	1,017 Added 2.6%	40,068 $1.66 Million
Q2 2025 Aug 14, 2025	BUY	$37.37 - $40.85 $92,042 - $100,613	2,463 Added 6.73%	39,051 $1.56 Million
Q1 2025 May 13, 2025	BUY	$37.44 - $41.02 $2,059 - $2,256	55 Added 0.15%	36,588 $1.5 Million
Q4 2024 Feb 13, 2025	BUY	$38.29 - $41.26 $14,397 - $15,513	376 Added 1.04%	36,533 $1.4 Million
Q3 2024 Nov 14, 2024	SELL	$35.49 - $40.72 $191,326 - $219,521	-5,391 Reduced 12.98%	36,157 $1.47 Million

Q2 2024 Aug 13, 2024	BUY	$34.89 - $36.95 $48,636 - $51,508	1,394 Added 3.47%	41,548 $1.49 Million
Q1 2024 May 13, 2024	SELL	$34.51 - $36.86 $67,950 - $72,577	-1,969 Reduced 4.67%	40,154 $1.48 Million
Q4 2023 Feb 12, 2024	BUY	$32.68 - $36.76 $24,085 - $27,092	737 Added 1.78%	42,123 $1.53 Million
Q3 2023 Nov 13, 2023	SELL	$33.77 - $38.5 $774,683 - $883,190	-22,940 Reduced 35.66%	41,386 $1.4 Million
Q2 2023 Aug 14, 2023	BUY	$35.34 - $37.79 $37,354 - $39,944	1,057 Added 1.67%	64,326 $2.36 Million
Q1 2023 May 12, 2023	BUY	$35.39 - $39.04 $92,544 - $102,089	2,615 Added 4.31%	63,269 $2.36 Million
Q4 2022 Feb 13, 2023	BUY	$33.74 - $39.17 $897,079 - $1.04 Million	26,588 Added 78.05%	60,654 $2.31 Million
Q3 2022 Nov 14, 2022	BUY	$34.16 - $40.23 $367,971 - $433,357	10,772 Added 46.24%	34,066 $1.16 Million
Q2 2022 Aug 15, 2022	BUY	$35.76 - $41.12 $106,314 - $122,249	2,973 Added 14.63%	23,294 $877,000
Q1 2022 May 13, 2022	BUY	$37.52 - $40.27 $427,015 - $458,312	11,381 Added 127.3%	20,321 $807,000
Q4 2021 Feb 14, 2022	BUY	$36.22 - $40.04 $8,004 - $8,848	221 Added 2.53%	8,940 $358,000
Q3 2021 Nov 15, 2021	BUY	$35.99 - $38.25 $17,815 - $18,933	495 Added 6.02%	8,719 $314,000
Q2 2021 Aug 13, 2021	BUY	$35.09 - $37.38 $947 - $1,009	27 Added 0.33%	8,224 $300,000
Q1 2021 May 14, 2021	BUY	$32.0 - $35.17 $262,304 - $288,288	8,197 New	8,197 $287,000
Q3 2020 Nov 16, 2020	SELL	$27.93 - $30.5 $292,259 - $319,152	-10,464 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$24.39 - $31.96 $9,877 - $12,943	405 Added 4.03%	10,464 $301,000
Q1 2020 May 14, 2020	SELL	$21.7 - $34.63 $105,982 - $169,132	-4,884 Reduced 32.68%	10,059 $262,000
Q4 2019 Feb 13, 2020	BUY	$32.75 - $34.27 $158,706 - $166,072	4,846 Added 47.99%	14,943 $506,000
Q3 2019 Nov 13, 2019	BUY	$33.03 - $33.59 $94,201 - $95,798	2,852 Added 39.37%	10,097 $339,000
Q2 2019 Aug 14, 2019	BUY	N/A	7,245 New	7,245 $232,000

Others Institutions Holding LVHD

# of Institutions

112

Shares Held

7.65M

Call Options Held

Put Options Held

View Full List

About FRANKLIN U.S. LOW VOLATILITY H

Ticker LVHD
Sector ETFs
Industry ETFs

More about LVHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp Franklin U.S. Low Volatility H Transaction History