Sfe Investment Counsel Purchases and Sells in Q4 2024

Sfe Investment Counsel

$451 Million
Q4 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	1.45K + 2.26%	$180.88 - $232.93 $261K - $337K	65.4K $14.4M
LLY	2.79K + 620.22%	$727.2 - $932.06 $2.03M - $2.6M	3.24K $2.5M
GOOGL	2.11K + 5.15%	$161.86 - $196.66 $341K - $415K	43K $8.15M
ULTA	1.88K + 36.76%	$338.38 - $446.21 $637K - $840K	7.01K $3.05M
BSJT	50.2K + 20.4%	$21.34 - $21.82 $1.07M - $1.1M	297K $6.34M
BSCU	49K + 134.83%	$16.32 - $16.99 $800K - $833K	85.4K $1.4M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DRI	3.58K New	$155.96 - $188.66 $558K - $674K	3.58K $667K
WFC	3.4K New	$54.98 - $77.35 $187K - $263K	3.4K $238K
SHOP	2.15K New	$78.14 - $119.49 $168K - $257K	2.15K $228K
V	671 New	$273.87 - $320.91 $184K - $215K	671 $212K
HD	540 New	$385.02 - $431.37 $208K - $233K	540 $210K
VRT	1.87K New	N/A	1.87K $162K

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CLF	-32.4K - 3.73%	$9.24 - $13.94 $300K - $452K	836K $7.86M
NEE	-4.68K - 3.02%	$69.77 - $85.43 $327K - $400K	151K $10.8M
HASI	-30.1K - 16.17%	$26.39 - $35.74 $795K - $1.08M	156K $4.19M
QCOM	-441 - 0.51%	$150.4 - $178.04 $66.3K - $78.5K	85.3K $13.1M
F	-101K - 19.61%	$9.69 - $11.4 $977K - $1.15M	414K $4.09M
ABBV	-3.92K - 12.46%	$164.99 - $203.87 $647K - $800K	27.6K $4.9M

Activity Summary All Purchases 44 New Holdings 7 Increased Positions 37 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

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