A detailed history of Venturi Wealth Management, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 720 shares of SF stock, worth $77,558. This represents 0.0% of its overall portfolio holdings.

Number of Shares
720
Previous 673 6.98%
Holding current value
$77,558
Previous $56,000 19.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

BUY
$78.91 - $93.87 $3,708 - $4,411
47 Added 6.98%
720 $67,000
Q2 2024

Jul 19, 2024

BUY
$74.35 - $84.15 $41,933 - $47,460
564 Added 517.43%
673 $56,000
Q1 2024

Apr 23, 2024

BUY
$68.0 - $78.17 $4,964 - $5,706
73 Added 202.78%
109 $8,000
Q4 2023

Jan 23, 2024

SELL
$55.44 - $69.94 $1,164 - $1,468
-21 Reduced 36.84%
36 $2,000
Q3 2023

Nov 02, 2023

BUY
$58.77 - $66.33 $3,349 - $3,780
57 New
57 $3,000
Q3 2019

Oct 29, 2019

BUY
$34.13 - $40.99 $2,389 - $2,869
70 New
70 $4,000

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
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