Sfe Investment Counsel Purchases and Sells in Q1 2025

Sfe Investment Counsel

$479 Million
Q1 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IQV	19.5K + 110.89%	$176.3 - $209.96 $3.45M - $4.1M	37.2K $6.55M
XYL	15.2K + 54.75%	$114.02 - $132.04 $1.73M - $2.01M	43K $5.13M
AWK	4.63K + 10.98%	$121.01 - $149.31 $560K - $691K	46.8K $6.9M
ABT	1.14K + 1.53%	$111.1 - $140.22 $127K - $160K	75.5K $10M
PWR	7.58K + 90.78%	$236.71 - $358.03 $1.79M - $2.71M	15.9K $4.05M
TTEK	55.4K + 190.69%	$28.26 - $42.58 $1.57M - $2.36M	84.4K $2.47M

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	71.6K New	$56.17 - $59.71 $4.02M - $4.27M	71.6K $4.09M
IVV	7.01K New	$554.06 - $615.85 $3.89M - $4.32M	7.01K $3.94M
GSLC	20.7K New	$108.02 - $120.45 $2.23M - $2.49M	20.7K $2.28M
IEF	21.8K New	$91.17 - $95.39 $1.99M - $2.08M	21.8K $2.08M
EXPE	10.9K New	$157.11 - $206.52 $1.72M - $2.26M	10.9K $1.84M
AGGY	27.9K New	$42.36 - $43.8 $1.18M - $1.22M	27.9K $1.21M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-4.58K - 6.91%	$167.43 - $244.7 $767K - $1.12M	61.8K $10.3M
WSM	-12.7K - 31.92%	$158.1 - $217.71 $2M - $2.76M	27K $4.27M
EIX	-22K - 50.9%	$50.06 - $80.01 $1.1M - $1.76M	21.2K $1.25M
BSJP	-66K - 28.82%	$23.03 - $23.17 $1.52M - $1.53M	163K $3.76M
CMI	-1.4K - 5.43%	$312.92 - $386.07 $437K - $540K	24.3K $7.63M
F	-117K - 28.23%	$9.12 - $10.43 $1.06M - $1.22M	297K $2.98M

Activity Summary All Purchases 98 New Holdings 31 Increased Positions 67 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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