Visionary Wealth Advisors Stifel Financial Corp Transaction History

Visionary Wealth Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$76.49 - $103.78 $46,276 - $62,786	605 Added 18.98%	3,792 $393,000
Q3 2024 Nov 12, 2024	BUY	$78.91 - $93.87 $251,486 - $299,163	3,187 New	3,187 $299,000
Q4 2023 Feb 14, 2024	BUY	$55.44 - $69.94 $180,401 - $227,584	3,254 New	3,254 $225,000
Q4 2022 Feb 13, 2023	SELL	$51.2 - $66.52 $8,499 - $11,042	-166 Reduced 3.17%	5,074 $296,000
Q3 2022 Nov 14, 2022	SELL	$24.03 - $64.87 $1,441 - $3,892	-60 Reduced 1.13%	5,240 $272,000

Q2 2022 Aug 12, 2022	SELL	$55.33 - $69.15 $61,360 - $76,687	-1,109 Reduced 17.3%	5,300 $297,000
Q1 2022 May 12, 2022	BUY	$61.76 - $81.43 $395,819 - $521,884	6,409 New	6,409 $435,000

591

84.5M

139K

3.6K

Ticker SF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 106,225,000
Market Cap $12.8B
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 ...

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

Stay updated on Visionary Wealth Advisors with notifications on news.