Number of Shares
18,996
Previous 20,108 5.53%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025

SELL
N/A
-1,112 Reduced 5.53%
18,996 $0
Q3 2024

Nov 14, 2024

SELL
N/A
-719 Reduced 3.45%
20,108 $0
Q2 2024

Aug 08, 2024

SELL
N/A
-960 Reduced 4.41%
20,827 $0
Q1 2024

May 15, 2024

BUY
N/A
302 Added 1.41%
21,787 $0
Q4 2023

Feb 12, 2024

SELL
N/A
-2,271 Reduced 9.56%
21,485 $0
Q3 2023

Nov 13, 2023

BUY
N/A
6,038 Added 34.08%
23,756 $0
Q2 2023

Aug 14, 2023

SELL
N/A
-82,499 Reduced 82.32%
17,718 $0
Q1 2023

May 15, 2023

BUY
N/A
8,706 Added 9.51%
100,217 $0
Q4 2022

Feb 15, 2023

BUY
N/A
91,511 New
91,511 $0
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.