UNIFIED SER TR

Ticker: MGMT CUSIP: 90470L550 Class: BALLAST SMLMD CP

STIFEL FINANCIAL CORP's Holding History (CIK: 0000720672)

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

Q4 2025
Shares 104,999 Value ($000) $4,655 Avg Close — Range —
Q3 2025
Shares 126,545 Value ($000) $5,574 Avg Close — Range —
Q2 2025
Shares 216,151 Value ($000) $8,534 Avg Close — Range —
Q1 2025
Shares 190,735 Value ($000) $7,362 Avg Close — Range —
Q4 2024
Shares 179,471 Value ($000) $7,463 Avg Close — Range —
Q3 2024
Shares 341,175 Value ($000) $13,140 Avg Close — Range —
Q2 2024
Shares 317,777 Value ($000) $11,402 Avg Close — Range —
Q1 2024
Shares 302,969 Value ($000) $11,487 Avg Close — Range —
Q4 2023
Shares 238,026 Value ($000) $8,809 Avg Close — Range —
Q3 2023
Shares 231,461 Value ($000) $7,975 Avg Close — Range —
Q2 2023
Shares 168,773 Value ($000) $5,967 Avg Close — Range —
Q1 2023
Shares 80,970 Value ($000) $2,701 Avg Close — Range —
Q4 2022
Shares 69,306 Value ($000) $2,201 Avg Close — Range —
Q3 2022
Shares 59,830 Value ($000) $1,738 Avg Close — Range —
Q2 2022
Shares 57,857 Value ($000) $1,758 Avg Close — Range —