Glassman Wealth Services Stifel Financial Corp Transaction History

Glassman Wealth Services

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$55.44 - $69.94 $110 - $139	-2 Reduced 15.38%	11 $0
Q2 2023 Aug 08, 2023	SELL	$55.57 - $62.02 $166 - $186	-3 Reduced 18.75%	13 $0
Q1 2023 May 04, 2023	BUY	$54.85 - $68.04 $219 - $272	4 Added 33.33%	16 $0
Q2 2022 Aug 04, 2022	SELL	$55.33 - $69.15 $663 - $829	-12 Reduced 50.0%	12 $1,000
Q1 2022 Aug 23, 2022	SELL	$61.76 - $81.43 $247 - $325	-4 Reduced 14.29%	24 $2,000
Q1 2022 Apr 14, 2022	SELL	$61.76 - $81.43 $1,049 - $1,384	-17 Reduced 37.78%	28 $2,000
Q4 2021 Feb 14, 2022	BUY	$65.84 - $77.66 $1,382 - $1,630	21 Added 87.5%	45 $3,000
Q3 2021 Nov 10, 2021	BUY	$61.25 - $70.78 $918 - $1,061	15 Added 166.67%	24 $2,000
Q1 2021 May 05, 2021	SELL	$48.77 - $67.68 $6,242 - $8,663	-128 Reduced 93.43%	9 $1,000
Q4 2020 Feb 04, 2021	BUY	$34.29 - $51.96 $1,543 - $2,338	45 Added 48.91%	137 $7,000
Q3 2020 Nov 09, 2020	BUY	$30.08 - $36.11 $2,616 - $3,141	87 Added 1740.0%	92 $5,000
Q2 2020 Aug 06, 2020	BUY	$23.45 - $37.45 $70 - $112	3 Added 150.0%	5 $0
Q1 2020 May 12, 2020	SELL	$21.97 - $45.81 $43 - $91	-2 Reduced 50.0%	2 $0
Q4 2019 Feb 07, 2020	BUY	$33.78 - $42.02 $135 - $168	4 New	4 $0

464

80.7M

259K

54K

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 ...

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