Liberty Wealth Management LLC Stifel Financial Corp Transaction History

Liberty Wealth Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$65.84 - $77.66 $17,052 - $20,113	-259 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$61.25 - $70.78 $3,246 - $3,751	53 Added 25.73%	259 $19,000
Q2 2021 Aug 13, 2021	SELL	$60.57 - $71.58 $797,828 - $942,851	-13,172 Reduced 98.46%	206 $13,000
Q2 2021 Aug 13, 2021	BUY	$60.57 - $71.58 $786,440 - $929,394	12,984 Added 3295.43%	13,378 $206,000
Q4 2020 Feb 09, 2021	BUY	$34.29 - $51.96 $5,383 - $8,157	157 Added 66.24%	394 $20,000
Q3 2020 Nov 05, 2020	BUY	$30.08 - $36.11 $30 - $36	1 Added 0.42%	237 $12,000
Q1 2020 Apr 27, 2020	SELL	$21.97 - $45.81 $373 - $778	-17 Reduced 6.72%	236 $10,000
Q4 2019 Feb 05, 2020	BUY	$33.78 - $42.02 $33 - $42	1 Added 0.4%	253 $15,000
Q3 2019 Oct 30, 2019	BUY	$34.13 - $40.99 $2,730 - $3,279	80 Added 46.51%	252 $14,000
Q1 2019 Apr 18, 2019	BUY	$26.67 - $37.61 $26 - $37	1 Added 0.58%	172 $9,000
Q4 2018 Mar 26, 2019	BUY	$26.01 - $34.84 $4,447 - $5,957	171 New	171 $7,000

464

79.7M

259K

54K

Ticker SF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 106,225,000
Market Cap $11.3B
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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