Cwm, LLC Stifel Financial Corp Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

A detailed history of Cwm, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Cwm, LLC holds 4,088 shares of SF stock, worth $344,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,088

Previous 3,940 3.76%

Holding current value

$344,741

Previous $370,000 17.3%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$93.4 - $117.72 $13,823 - $17,422	148 Added 3.76%	4,088 $434,000
Q3 2024 Oct 08, 2024	BUY	$78.91 - $93.87 $11,441 - $13,611	145 Added 3.82%	3,940 $370,000
Q2 2024 Jul 09, 2024	BUY	$74.35 - $84.15 $6,245 - $7,068	84 Added 2.26%	3,795 $319,000
Q1 2024 Apr 05, 2024	SELL	$68.0 - $78.17 $680 - $781	-10 Reduced 0.27%	3,711 $290,000
Q4 2023 Feb 01, 2024	BUY	$55.44 - $69.94 $1,663 - $2,098	30 Added 0.81%	3,721 $257,000
Q3 2023 Oct 11, 2023	BUY	$58.77 - $66.33 $705 - $795	12 Added 0.33%	3,691 $227,000
Q2 2023 Aug 03, 2023	BUY	$55.57 - $62.02 $277 - $310	5 Added 0.14%	3,679 $220,000
Q1 2023 Apr 28, 2023	SELL	$54.85 - $68.04 $932 - $1,156	-17 Reduced 0.46%	3,674 $217,000
Q4 2022 Feb 01, 2023	BUY	$51.2 - $66.52 $169,779 - $220,580	3,316 Added 884.27%	3,691 $215,000
Q3 2022 Oct 27, 2022	BUY	$24.03 - $64.87 $2,907 - $7,849	121 Added 47.64%	375 $19,000
Q2 2022 Jul 28, 2022	SELL	$55.33 - $69.15 $133,289 - $166,582	-2,409 Reduced 90.46%	254 $14,000
Q1 2022 Apr 21, 2022	BUY	$61.76 - $81.43 $160,081 - $211,066	2,592 Added 3650.7%	2,663 $181,000
Q4 2021 Jan 31, 2022	BUY	$65.84 - $77.66 $2,370 - $2,795	36 Added 102.86%	71 $5,000
Q2 2020 Jul 22, 2020	SELL	$23.45 - $37.45 $1,219 - $1,947	-52 Reduced 59.77%	35 $2,000
Q1 2020 Apr 28, 2020	BUY	$21.97 - $45.81 $1,493 - $3,115	68 Added 357.89%	87 $4,000
Q2 2019 Jul 31, 2019	SELL	$35.75 - $39.79 $214 - $238	-6 Reduced 24.0%	19 $1,000
Q1 2019 Apr 22, 2019	SELL	$26.67 - $37.61 $2,000 - $2,820	-75 Reduced 75.0%	25 $1,000
Q3 2017 Oct 16, 2017	BUY	$30.16 - $35.64 $3,016 - $3,564	100	100 $5,000

Others Institutions Holding SF

# of Institutions

543

Shares Held

78.8M

Call Options Held

251K

Put Options Held

98.7K

View Full List

About STIFEL FINANCIAL CORP

Ticker SF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 106,225,000
Market Cap $8.96B
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

Portfolio Update

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

News

Stay updated on Cwm, LLC with notifications on news.

Account