Stratos Wealth Partners, Ltd. Stifel Financial Corp Transaction History

Stratos Wealth Partners, Ltd.

$6.32 Billion
Q1 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Stifel Financial Corp stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 4,328 shares of SF stock, worth $407,178. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,328

Previous 4,201 3.02%

Holding current value

$407,178

Previous $445,000 8.54%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$91.62 - $117.6 $11,635 - $14,935	127 Added 3.02%	4,328 $407,000
Q4 2024 Jan 27, 2025	BUY	$93.4 - $117.72 $3,269 - $4,120	35 Added 0.84%	4,201 $445,000
Q3 2024 Oct 17, 2024	BUY	$78.91 - $93.87 $4,418 - $5,256	56 Added 1.36%	4,166 $391,000
Q2 2024 Jul 24, 2024	BUY	$74.35 - $84.15 $1,263 - $1,430	17 Added 0.42%	4,110 $345,000
Q1 2024 Apr 16, 2024	BUY	$68.0 - $78.17 $1,156 - $1,328	17 Added 0.42%	4,093 $319,000
Q4 2023 Jan 24, 2024	BUY	$55.44 - $69.94 $1,219 - $1,538	22 Added 0.54%	4,076 $281,000
Q3 2023 Oct 24, 2023	BUY	$58.77 - $66.33 $999 - $1,127	17 Added 0.42%	4,054 $249,000
Q2 2023 Jul 18, 2023	BUY	$55.57 - $62.02 $166 - $186	3 Added 0.07%	4,037 $240,000
Q1 2023 Apr 27, 2023	BUY	$54.85 - $68.04 $2,248 - $2,789	41 Added 1.03%	4,034 $238,000
Q4 2022 Jan 19, 2023	BUY	$51.2 - $66.52 $307 - $399	6 Added 0.15%	3,993 $0
Q3 2022 Oct 24, 2022	SELL	$24.03 - $64.87 $5,478 - $14,790	-228 Reduced 5.41%	3,987 $207,000
Q2 2022 Jul 22, 2022	SELL	$55.33 - $69.15 $2,655 - $3,319	-48 Reduced 1.13%	4,215 $236,000
Q1 2022 Apr 26, 2022	BUY	$61.76 - $81.43 $926 - $1,221	15 Added 0.35%	4,263 $290,000
Q4 2021 Jan 14, 2022	BUY	$65.84 - $77.66 $17,579 - $20,735	267 Added 6.71%	4,248 $299,000
Q3 2021 Oct 19, 2021	BUY	$61.25 - $70.78 $490 - $566	8 Added 0.2%	3,981 $271,000
Q2 2021 Jul 19, 2021	BUY	$60.57 - $71.58 $545 - $644	9 Added 0.23%	3,973 $258,000
Q1 2021 Apr 27, 2021	BUY	$48.77 - $67.68 $487 - $676	10 Added 0.25%	3,964 $254,000
Q4 2020 Jan 29, 2021	BUY	$34.29 - $51.96 $135,582 - $205,449	3,954 New	3,954 $200,000
Q4 2018 Feb 08, 2019	SELL	$26.01 - $34.84 $67,521 - $90,444	-2,596 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	$34.17 - $37.51 $88,705 - $97,375	2,596 New	2,596 $133,000
Q2 2018 Aug 13, 2018	SELL	$34.83 - $41.07 $93,936 - $110,765	-2,697 Closed	0 $0
Q1 2018 May 10, 2018	BUY	$37.83 - $45.31 $5,447 - $6,524	144 Added 5.64%	2,697 $160,000
Q4 2017 Feb 09, 2018	BUY	$34.08 - $40.78 $87,006 - $104,111	2,553	2,553 $152,000

Others Institutions Holding SF

# of Institutions

564

Shares Held

81.4M

Call Options Held

164K

Put Options Held

55.5K

View Full List

About STIFEL FINANCIAL CORP

Ticker SF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 106,225,000
Market Cap $9.99B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Account

Stratos Wealth Partners, Ltd. Stifel Financial Corp Transaction History