Heritage Wealth Management, LLC Stifel Financial Corp Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$51.2 - $66.52 $163,430 - $212,331	3,192 Added 122.67%	5,794 $338,000
Q3 2022 Nov 14, 2022	BUY	$24.03 - $64.87 $2,210 - $5,968	92 Added 3.67%	2,602 $135,000
Q2 2022 Aug 15, 2022	BUY	$55.33 - $69.15 $2,711 - $3,388	49 Added 1.99%	2,510 $140,000
Q1 2022 Aug 15, 2022	BUY	$61.76 - $81.43 $47,061 - $62,049	762 Added 44.85%	2,461 $167,000
Q3 2021 Nov 10, 2021	SELL	$61.25 - $70.78 $13,413 - $15,500	-219 Reduced 11.42%	1,699 $115,000
Q2 2021 Aug 11, 2021	BUY	$60.57 - $71.58 $116,173 - $137,290	1,918 New	1,918 $124,000

465

80.8M

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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