STIFEL FINL CORP

Ticker: SF CUSIP: 860630102 Class: EQTY

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 34,954 Value ($000) $4,377 Avg Close $119.59 Range $106.56 - $133.08
Q3 2025
Shares 34,088 Value ($000) $3,868 Avg Close $111.58 Range $102.42 - $116.58
Q2 2025
Shares 36,582 Value ($000) $3,796 Avg Close $91.11 Range $72.35 - $104.10
Q1 2025
Shares 34,683 Value ($000) $3,269 Avg Close $104.11 Range $89.30 - $118.61
Q4 2024
Shares 31,417 Value ($000) $3,333 Avg Close $105.03 Range $90.30 - $116.69
Q3 2024
Shares 30,032 Value ($000) $2,820 Avg Close $83.55 Range $74.72 - $92.26
Q2 2024
Shares 19,789 Value ($000) $1,665 Avg Close $77.21 Range $71.29 - $82.14
Q1 2024
Shares 12,193 Value ($000) $953 Avg Close $71.37 Range $65.21 - $75.97
Q4 2023
Shares 5,028 Value ($000) $348 Avg Close $59.27 Range $52.55 - $67.58