Ownership history in Freestone Capital Holdings, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Freestone Capital Holdings, LLC reported a position in STIFEL FINL CORP (SF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,001 | -2 | -0.1% | 0.01% | $341K | $75.02 |
| 2025 Q2 | ADDED | 3,003 | +3 | +0.1% | 0.01% | $312K | $68.34 |
| 2025 Q1 | REDUCED | 3,000 | -25 | -0.8% | 0.01% | $283K | $61.76 |
| 2024 Q4 | UNCHANGED | 3,025 | — | 0% | 0.01% | $321K | $69.21 |
| 2024 Q3 | REDUCED | 3,025 | -975 | -24.4% | 0.01% | $284K | $61.04 |
| 2024 Q2 | UNCHANGED | 4,000 | — | 0% | 0.01% | $337K | $54.44 |
| 2024 Q1 | UNCHANGED | 4,000 | — | 0% | 0.01% | $313K | $50.31 |
| 2023 Q4 | UNCHANGED | 4,000 | — | 0% | 0.01% | $277K | $44.26 |
| 2023 Q3 | UNCHANGED | 4,000 | — | 0% | 0.01% | $246K | $39.09 |
| 2023 Q2 | UNCHANGED | 4,000 | — | 0% | 0.01% | $239K | $37.76 |
As of 2025 Q4 — sorted by position size