Coldstream Capital Management Inc Stifel Financial Corp Transaction History

Coldstream Capital Management Inc

  • $4.64 Billion
  • Q1 2025

A detailed history of Coldstream Capital Management Inc transactions in Stifel Financial Corp stock. As of the latest transaction made, Coldstream Capital Management Inc holds 12,310 shares of SF stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,310
Previous 12,185 1.03%
Holding current value
$1.19 Million
Previous $1.29 Million 10.22%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$91.62 - $117.6 $11,452 - $14,700
125 Added 1.03%
12,310 $1.16 Million
Q4 2024

Feb 14, 2025
SELL
$93.4 - $117.72 $19,333 - $24,368
-207 Reduced 1.67%
12,185 $1.29 Million
Q3 2024

Nov 15, 2024
BUY
$78.91 - $93.87 $49,003 - $58,293
621 Added 5.28%
12,392 $1.16 Million
Q2 2024

Aug 07, 2024
BUY
$74.35 - $84.15 $2,007 - $2,272
27 Added 0.23%
11,771 $990,000
Q1 2024

May 13, 2024
BUY
$68.0 - $78.17 $5,236 - $6,019
77 Added 0.66%
11,744 $918,000
Q4 2023

Feb 09, 2024
BUY
$55.44 - $69.94 $82,383 - $103,930
1,486 Added 14.6%
11,667 $806,000
Q3 2023

Nov 02, 2023
SELL
$58.77 - $66.33 $10,108 - $11,408
-172 Reduced 1.66%
10,181 $625,000
Q2 2023

Aug 03, 2023
BUY
$55.57 - $62.02 $26,840 - $29,955
483 Added 4.89%
10,353 $617,000
Q1 2023

May 15, 2023
BUY
$54.85 - $68.04 $28,522 - $35,380
520 Added 5.56%
9,870 $583,000
Q4 2022

Jan 10, 2023
SELL
$51.2 - $66.52 $17,203 - $22,350
-336 Reduced 3.47%
9,350 $0
Q2 2022

Aug 08, 2022
BUY
$55.33 - $69.15 $264,532 - $330,606
4,781 Added 97.47%
9,686 $543,000
Q2 2022

Aug 08, 2022
SELL
$55.33 - $69.15 $203,393 - $254,195
-3,676 Reduced 42.84%
4,905 $275,000
Q1 2022

May 11, 2022
SELL
$61.76 - $81.43 $58,919 - $77,684
-954 Reduced 10.01%
8,581 $583,000
Q4 2021

Feb 11, 2022
BUY
$65.84 - $77.66 $627,784 - $740,488
9,535 New
9,535 $672,000
Q3 2021

Nov 12, 2021
SELL
$61.25 - $70.78 $345,143 - $398,845
-5,635 Closed
0 $0
Q2 2021

Aug 16, 2021
SELL
$60.57 - $71.58 $20,593 - $24,337
-340 Reduced 5.69%
5,635 $366,000
Q1 2021

Jun 16, 2021
BUY
$48.77 - $67.68 $2,779 - $3,857
57 Added 0.96%
5,975 $383,000
Q4 2020

Feb 16, 2021
BUY
$34.29 - $51.96 $202,928 - $307,499
5,918 New
5,918 $299,000

Others Institutions Holding SF

# of Institutions
563
Shares Held
81.4M
Call Options Held
164K
Put Options Held
55.5K
View Full List

About STIFEL FINANCIAL CORP

SF Quotes by TradingView
  • Ticker SF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 106,225,000
  • Market Cap $10.3B
  • 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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