A detailed history of Pathstone Family Office, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Pathstone Family Office, LLC holds 12,869 shares of SF stock, worth $1.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,869
Previous 8,631 49.1%
Holding current value
$1.5 Million
Previous $515,000 53.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2023

BUY
$58.77 - $66.33 $249,067 - $281,106
4,238 Added 49.1%
12,869 $790,000
Q2 2023

Jan 12, 2024

SELL
$55.57 - $62.02 $235,505 - $262,840
-4,238 Reduced 32.93%
8,631 $515,000
Q2 2023

Aug 14, 2023

SELL
$55.57 - $62.02 $2,056 - $2,294
-37 Reduced 0.43%
8,631 $515,000
Q1 2023

May 15, 2023

SELL
$54.85 - $68.04 $34,774 - $43,137
-634 Reduced 6.82%
8,668 $512,000
Q4 2022

Oct 23, 2023

SELL
$51.2 - $66.52 $71,116 - $92,396
-1,389 Reduced 12.99%
9,302 $542,000
Q4 2022

Feb 13, 2023

SELL
$51.2 - $66.52 $94,668 - $122,995
-1,849 Reduced 16.58%
9,302 $542,000
Q3 2022

Oct 23, 2023

BUY
$24.03 - $64.87 $16,340 - $44,111
680 Added 6.79%
10,691 $554,000
Q3 2022

Nov 14, 2022

BUY
$24.03 - $64.87 $20,737 - $55,982
863 Added 8.39%
11,151 $579,000
Q2 2022

Oct 23, 2023

BUY
$55.33 - $69.15 $76,355 - $95,427
1,380 Added 15.99%
10,011 $560,000
Q2 2022

Aug 15, 2022

BUY
$55.33 - $69.15 $23,515 - $29,388
425 Added 4.31%
10,288 $576,000
Q1 2022

May 16, 2022

SELL
$61.76 - $81.43 $2,223 - $2,931
-36 Reduced 0.36%
9,863 $892,000
Q4 2021

Feb 14, 2022

BUY
$65.84 - $77.66 $6,518 - $7,688
99 Added 1.01%
9,899 $697,000
Q3 2021

Nov 16, 2021

BUY
$61.25 - $70.78 $84,586 - $97,747
1,381 Added 16.4%
9,800 $666,000
Q2 2021

Aug 31, 2021

BUY
$60.57 - $71.58 $122,411 - $144,663
2,021 Added 31.59%
8,419 $546,000
Q1 2021

May 14, 2021

BUY
$48.77 - $67.68 $312,030 - $433,016
6,398 New
6,398 $410,000

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 $12.4B
  • 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
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