A detailed history of United Capital Financial Advisers, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 4,044 shares of SF stock, worth $425,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,044
Previous 3,478 16.27%
Holding current value
$425,226
Previous $271,000 25.46%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$74.35 - $84.15 $42,082 - $47,628
566 Added 16.27%
4,044 $340,000
Q1 2024

May 15, 2024

SELL
$68.0 - $78.17 $14,416 - $16,572
-212 Reduced 5.75%
3,478 $271,000
Q4 2023

Feb 14, 2024

BUY
$55.44 - $69.94 $204,573 - $258,078
3,690 New
3,690 $255,000

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 $11.2B
  • 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

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.