A detailed history of Carolinas Wealth Consulting LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 35 shares of SF stock, worth $4,067. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Previous 35 -0.0%
Holding current value
$4,067
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$74.35 - $84.15 $297 - $336
-4 Reduced 10.26%
35 $2,000
Q1 2024

May 14, 2024

SELL
$68.0 - $78.17 $68 - $78
-1 Reduced 2.5%
39 $3,000
Q4 2023

Feb 13, 2024

SELL
$55.44 - $69.94 $166 - $209
-3 Reduced 6.98%
40 $2,000
Q2 2023

Aug 14, 2023

SELL
$55.57 - $62.02 $444 - $496
-8 Reduced 15.69%
43 $2,000
Q4 2022

Feb 14, 2023

SELL
$51.2 - $66.52 $51 - $66
-1 Reduced 1.92%
51 $2,000
Q2 2021

Aug 17, 2021

SELL
$60.57 - $71.58 $60 - $71
-1 Reduced 1.89%
52 $3,000
Q4 2020

Feb 16, 2021

BUY
$34.29 - $51.96 $377 - $571
11 Added 26.19%
53 $3,000
Q3 2020

Nov 12, 2020

BUY
$30.08 - $36.11 $1,263 - $1,516
42 New
42 $2,000

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 $12.3B
  • 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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