STIFEL FINL CORP

Ticker: SF CUSIP: 860630102 Class: EQTY

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 7,774 Value ($000) $974 Avg Close $119.59 Range $106.56 - $133.08
Q3 2025
Shares 7,509 Value ($000) $852 Avg Close $111.58 Range $102.42 - $116.58
Q2 2025
Shares 7,484 Value ($000) $777 Avg Close $91.11 Range $72.35 - $104.10
Q1 2025
Shares 7,322 Value ($000) $690 Avg Close $104.11 Range $89.30 - $118.61
Q4 2024
Shares 7,433 Value ($000) $789 Avg Close $105.03 Range $90.30 - $116.69
Q3 2024
Shares 7,453 Value ($000) $700 Avg Close $83.55 Range $74.72 - $92.26
Q2 2024
Shares 7,479 Value ($000) $629 Avg Close $77.21 Range $71.29 - $82.14
Q1 2024
Shares 7,401 Value ($000) $579 Avg Close $71.37 Range $65.21 - $75.97
Q4 2023
Shares 7,290 Value ($000) $504 Avg Close $59.27 Range $52.55 - $67.58