STIFEL FINL CORP

Ticker: SF CUSIP: 860630102 Class: EQTY

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,351 Value ($000) $294 Avg Close $119.59 Range $106.56 - $133.08
Q3 2025
Shares 1,113 Value ($000) $126 Avg Close $111.58 Range $102.42 - $116.58
Q2 2025
Shares 974 Value ($000) $101 Avg Close $91.11 Range $72.35 - $104.10
Q1 2025
Shares 471 Value ($000) $44 Avg Close $104.11 Range $89.30 - $118.61
Q4 2024
Shares 54 Value ($000) $6 Avg Close $105.03 Range $90.30 - $116.69
Q3 2024
Shares 25 Value ($000) $2 Avg Close $83.55 Range $74.72 - $92.26
Q2 2024
Shares 53 Value ($000) $5 Avg Close $77.21 Range $71.29 - $82.14
Q1 2024
Shares 25 Value ($000) $2 Avg Close $71.37 Range $65.21 - $75.97
Q4 2023
Shares 25 Value ($000) $2 Avg Close $59.27 Range $52.55 - $67.58
Q3 2023
Shares 104 Value ($000) $6 Avg Close $60.35 Range $55.38 - $63.87
Q2 2023
Shares 76 Value ($000) $5 Avg Close $55.57 Range $51.96 - $59.08
Q1 2023
Shares 273 Value ($000) $16 Avg Close $59.54 Range $50.67 - $64.81
Q4 2022
Shares 201 Value ($000) $12 Avg Close $55.76 Range $46.25 - $62.81
Q2 2022
Shares 965 Value ($000) $54 Avg Close $57.95 Range $51.09 - $65.27