A detailed history of Trueblood Wealth Management, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 2,595 shares of SF stock, worth $298,450. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,595
Previous 3,034 14.47%
Holding current value
$298,450
Previous $255 Million 4.56%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 23, 2024

SELL
$78.91 - $93.87 $34,641 - $41,208
-439 Reduced 14.47%
2,595 $244 Million
Q2 2024

Aug 07, 2024

SELL
$74.35 - $84.15 $14,869 - $16,830
-200 Reduced 6.18%
3,034 $255 Million
Q4 2023

Jan 18, 2024

BUY
$55.44 - $69.94 $179,292 - $226,185
3,234 New
3,234 $224 Million

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 $12.2B
  • 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 Trueblood Wealth Management, LLC Portfolio

Follow Trueblood Wealth Management, 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 Trueblood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trueblood Wealth Management, LLC with notifications on news.