A detailed history of Foundations Investment Advisors, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 6,565 shares of SF stock, worth $634,310. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,565
Previous 2,231 194.26%
Holding current value
$634,310
Previous $236,000 161.86%
% of portfolio
0.01%
Previous 0.0%

Shares

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

May 07, 2025

BUY
$91.62 - $117.6 $397,081 - $509,678
4,334 Added 194.26%
6,565 $618,000
Q4 2024

Jan 22, 2025

SELL
$93.4 - $117.72 $12,982 - $16,363
-139 Reduced 5.86%
2,231 $236,000
Q3 2024

Oct 21, 2024

BUY
$78.91 - $93.87 $187,016 - $222,471
2,370 New
2,370 $222,000

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 $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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