York Bridge Wealth Partners, LLC Stifel Financial Corp Transaction History

York Bridge Wealth Partners, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 09, 2019	SELL	$26.67 - $37.61 $6,294 - $8,875	-236 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$26.01 - $34.84 $6,736 - $9,023	-259 Reduced 52.32%	236 $10,000
Q3 2018 Nov 14, 2018	BUY	$34.17 - $37.51 $205 - $225	6 Added 1.23%	495 $25,000
Q2 2018 Aug 10, 2018	BUY	$34.83 - $41.07 $1,323 - $1,560	38 Added 8.43%	489 $26,000
Q1 2018 May 15, 2018	BUY	$37.83 - $45.31 $2,156 - $2,582	57 Added 14.47%	451 $26,000

Q4 2017 Feb 12, 2018	SELL	$34.08 - $40.78 $545 - $652	-16 Reduced 3.9%	394 $24,000
Q3 2017 Oct 27, 2017	BUY	$30.16 - $35.64 $150 - $178	5 Added 1.23%	410 $22,000
Q2 2017 Aug 14, 2017	BUY	N/A	405	405 $19,000

452

82.8M

258K

39.7K

Ticker SF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 106,225,000
Market Cap $8.86B
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 ...

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