Northeast Investment Management Stifel Financial Corp Transaction History

Northeast Investment Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$74.35 - $84.15 $75,613 - $85,580	-1,017 Reduced 16.81%	5,033 $423,000
Q1 2024 May 01, 2024	BUY	$68.0 - $78.17 $411,400 - $472,928	6,050 New	6,050 $472,000
Q3 2019 Nov 13, 2019	SELL	$34.13 - $40.99 $131,639 - $158,098	-3,857 Closed	0 $0
Q2 2019 Aug 12, 2019	SELL	$35.75 - $39.79 $140,855 - $156,772	-3,940 Reduced 50.53%	3,857 $228,000
Q1 2019 May 14, 2019	BUY	$26.67 - $37.61 $1,413 - $1,993	53 Added 0.68%	7,797 $411,000
Q1 2018 May 15, 2018	BUY	$37.83 - $45.31 $16,380 - $19,619	433 Added 5.92%	7,744 $459,000
Q4 2017 Jan 29, 2018	SELL	$34.08 - $40.78 $62,604 - $74,912	-1,837 Reduced 20.08%	7,311 $435,000
Q3 2017 Nov 13, 2017	BUY	$30.16 - $35.64 $275,903 - $326,034	9,148	9,148 $489,000

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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