Stifel Financial Corp Invesco S&P Smallcap Momentum Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

A detailed history of Stifel Financial Corp transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Stifel Financial Corp holds 205,568 shares of XSMO stock, worth $14.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

205,568

Previous 207,692 1.02%

Holding current value

$14.1 Million

Previous $13.7 Million 1.14%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$65.08 - $73.72 $138,229 - $156,581	-2,124 Reduced 1.02%	205,568 $13.6 Million
Q3 2024 Nov 14, 2024	BUY	$59.5 - $67.14 $2.16 Million - $2.43 Million	36,235 Added 21.13%	207,692 $13.7 Million
Q2 2024 Aug 13, 2024	BUY	$56.16 - $61.72 $9.27 Million - $10.2 Million	165,030 Added 2567.76%	171,457 $10.3 Million
Q1 2024 May 13, 2024	SELL	$54.33 - $60.32 $10,540 - $11,702	-194 Reduced 2.93%	6,427 $387,000
Q4 2023 Feb 12, 2024	BUY	$45.31 - $57.51 $299,997 - $380,773	6,621 New	6,621 $375,000
Q1 2023 May 12, 2023	BUY	$43.9 - $50.56 $4.57 Million - $5.26 Million	104,001 Added 1572.91%	110,613 $5.12 Million
Q4 2022 Feb 13, 2023	BUY	$44.83 - $51.49 $296,415 - $340,451	6,612 New	6,612 $311,000

Others Institutions Holding XSMO

# of Institutions

204

Shares Held

14.5M

Call Options Held

Put Options Held

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Stifel Financial Corp Invesco S&P Smallcap Momentum Transaction History