A detailed history of Meritage Portfolio Management transactions in Stifel Financial Corp stock. As of the latest transaction made, Meritage Portfolio Management holds 7,005 shares of SF stock, worth $814,121. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,005
Previous 6,409 9.3%
Holding current value
$814,121
Previous $539,000 22.08%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$78.91 - $93.87 $47,030 - $55,946
596 Added 9.3%
7,005 $658,000
Q2 2024

Aug 08, 2024

SELL
$74.35 - $84.15 $446 - $504
-6 Reduced 0.09%
6,409 $539,000
Q1 2024

Apr 29, 2024

SELL
$68.0 - $78.17 $24,752 - $28,453
-364 Reduced 5.37%
6,415 $501,000
Q4 2023

Feb 02, 2024

BUY
$55.44 - $69.94 $122,356 - $154,357
2,207 Added 48.27%
6,779 $469,000
Q3 2023

Oct 30, 2023

SELL
$58.77 - $66.33 $8,815 - $9,949
-150 Reduced 3.18%
4,572 $281,000
Q2 2023

Jul 31, 2023

BUY
$55.57 - $62.02 $42,399 - $47,321
763 Added 19.27%
4,722 $282,000
Q1 2023

Apr 25, 2023

SELL
$54.85 - $68.04 $7,459 - $9,253
-136 Reduced 3.32%
3,959 $234,000
Q4 2022

Feb 01, 2023

BUY
$51.2 - $66.52 $7,372 - $9,578
144 Added 3.64%
4,095 $239,000
Q3 2022

Oct 25, 2022

BUY
$24.03 - $64.87 $456 - $1,232
19 Added 0.48%
3,951 $205,000
Q2 2022

Jul 25, 2022

SELL
$55.33 - $69.15 $331 - $414
-6 Reduced 0.15%
3,932 $220,000
Q1 2022

Apr 25, 2022

BUY
$61.76 - $81.43 $24,889 - $32,816
403 Added 11.4%
3,938 $267,000
Q4 2021

Jan 28, 2022

BUY
$65.84 - $77.66 $11,522 - $13,590
175 Added 5.21%
3,535 $249,000
Q3 2021

Oct 26, 2021

BUY
$61.25 - $70.78 $1,286 - $1,486
21 Added 0.63%
3,360 $228,000
Q2 2021

Jul 26, 2021

BUY
$60.57 - $71.58 $202,243 - $239,005
3,339 New
3,339 $217,000

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 $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 ...
More about SF
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