A detailed history of Geneos Wealth Management Inc. transactions in Stifel Financial Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 67 shares of SF stock, worth $7,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares
67
Holding current value
$7,000
% of portfolio
0.0%

Shares

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

Nov 14, 2024

BUY
$78.91 - $93.87 $5,286 - $6,289
67 New
67 $6,000
Q1 2024

May 03, 2024

BUY
$68.0 - $78.17 $2,040 - $2,345
30 New
30 $2,000
Q1 2020

Sep 07, 2021

SELL
$21.97 - $45.81 $1,428 - $2,977
-65 Closed
0 $0
Q1 2019

Sep 07, 2021

SELL
$26.67 - $37.61 $2,080 - $2,933
-78 Reduced 54.55%
65 $3,000
Q4 2018

Sep 07, 2021

SELL
$26.01 - $34.84 $9,727 - $13,030
-374 Reduced 72.34%
143 $5,000
Q2 2018

Sep 07, 2021

SELL
$34.83 - $41.07 $3,378 - $3,983
-97 Reduced 15.8%
517 $27,000
Q4 2017

Sep 07, 2021

BUY
$34.08 - $40.78 $2,419 - $2,895
71 Added 13.08%
614 $36,000
Q2 2017

Sep 07, 2021

SELL
N/A
-17 Reduced 3.04%
543 $24,000
Q4 2016

Sep 07, 2021

BUY
N/A
272 Added 94.44%
560 $27,000
Q3 2016

Sep 07, 2021

BUY
N/A
288
288 $11,000

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 $11.1B
  • 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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