Steward Partners Investment Advisory, LLC Columbia ETF Tr I Diversified Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,785 shares of DIAL stock, worth $31,773. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,785
Previous 2,180 18.12%
Holding current value
$31,773
Previous $40,000 22.5%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$17.52 - $18.45 $6,920 - $7,287
-395 Reduced 18.12%
1,785 $31,000
Q1 2024

May 15, 2024
SELL
$17.51 - $18.01 $2,293 - $2,359
-131 Reduced 5.67%
2,180 $38,000
Q2 2022

Aug 04, 2022
BUY
$17.32 - $19.44 $1,766 - $1,982
102 Added 4.62%
2,311 $41,000
Q1 2022

May 02, 2022
BUY
$19.15 - $21.13 $4,959 - $5,472
259 Added 13.28%
2,209 $43,000
Q4 2021

Feb 08, 2022
BUY
$21.05 - $21.47 $9,409 - $9,597
447 Added 29.74%
1,950 $42,000
Q3 2021

Nov 12, 2021
SELL
$21.36 - $21.73 $2,413 - $2,455
-113 Reduced 6.99%
1,503 $32,000
Q2 2021

Aug 13, 2021
SELL
$21.15 - $21.59 $20,980 - $21,417
-992 Reduced 38.04%
1,616 $35,000
Q1 2021

May 14, 2021
BUY
$21.05 - $22.04 $22,060 - $23,097
1,048 Added 67.18%
2,608 $0
Q4 2020

Feb 11, 2021
BUY
$21.41 - $22.09 $15,136 - $15,617
707 Added 82.88%
1,560 $34,000
Q3 2020

Oct 30, 2020
BUY
$21.06 - $21.83 $4,633 - $4,802
220 Added 34.76%
853 $18,000
Q2 2020

Aug 06, 2020
BUY
$19.65 - $21.3 $12,438 - $13,482
633 New
633 $13,000

Others Institutions Holding DIAL

# of Institutions
54
Shares Held
14.2M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I DIVERSIFIED

DIAL Quotes by TradingView
  • Ticker DIAL
  • Sector ETFs
  • Industry ETFs
More about DIAL
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