A detailed history of Kcs Wealth Advisory transactions in Stifel Financial Corp stock. As of the latest transaction made, Kcs Wealth Advisory holds 19,133 shares of SF stock, worth $2.05 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
19,133
Previous 23,044 16.97%
Holding current value
$2.05 Million
Previous $1.38 Million 14.55%
% of portfolio
0.52%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

SELL
$58.77 - $66.33 $229,849 - $259,416
-3,911 Reduced 16.97%
19,133 $1.18 Million
Q2 2023

Jul 17, 2023

BUY
$55.57 - $62.02 $25,173 - $28,095
453 Added 2.01%
23,044 $1.38 Million
Q1 2023

Apr 17, 2023

BUY
$54.85 - $68.04 $1.24 Million - $1.54 Million
22,591 New
22,591 $1.33 Million

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 $11.4B
  • 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

Track Kcs Wealth Advisory Portfolio

Follow Kcs Wealth Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kcs Wealth Advisory with notifications on news.