Stifel Financial shares owned by CWM Advisors
Historical chart of CWM Advisors investment in Stifel Financial
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Quarterly reported holdings in Stifel Financial by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 9.2k | 113.47 |
| 2025-03-31 | $743k | 7.9k | 94.26 |
| 2024-06-30 | $352k | 4.2k | 84.15 |
| 2024-03-31 | $359k | 4.6k | 78.17 |
| 2023-12-31 | $384k | 5.5k | 69.15 |
| 2023-09-30 | $306k | 5.0k | 61.44 |
| 2023-06-30 | $313k | 5.2k | 59.67 |
| 2023-03-31 | $272k | 4.6k | 59.09 |
| 2022-12-31 | $235k | 4.0k | 58.37 |
| 2022-09-30 | $207k | 4.0k | 52.01 |
| 2022-06-30 | $210k | 3.8k | 55.96 |
| 2022-03-31 | $233k | 3.4k | 67.85 |
| 2021-12-31 | $245k | 3.5k | 70.42 |
| 2021-09-30 | $229k | 3.4k | 68.03 |