Stifel Financial shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Stifel Financial
Tip: Access up to 7 years of quarterly data
All positions including Stifel Financial held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Stifel Financial by Visionary Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $225k | 3.3k | 69.15 |
2022-12-31 | $296k | 5.1k | 58.34 |
2022-09-30 | $272k | 5.2k | 51.91 |
2022-06-30 | $297k | 5.3k | 56.04 |
2022-03-31 | $435k | 6.4k | 67.87 |