Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 14, 2022
8
N/A
SYNH
Syneos Health, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
318
$86.01 - $102.89 $27.4K - $32.7K
Us Ecology Inc
Q4 2021 Filed on Feb 14, 2022
276
N/A
CTRM
Castor Maritime Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
100
$1.38 - $2.55 $138 - $255
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
179
N/A
LDL
Lydall, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
90
N/A
BSQR
Bsquare Corp

Technology
Q3 2021 Filed on Nov 12, 2021
1,885
$2.26 - $7.05 $4.26K - $13.3K
BTG
B2 Gold Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
1,000
$3.3 - $4.24 $3.3K - $4.24K
NVAX
Novavax Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
265
$177.8 - $270.58 $47.1K - $71.7K
JBLU
Jetblue Airways Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
2,768
$14.11 - $17.12 $39.1K - $47.4K
CLVS
Clovis Oncology, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
400
$4.06 - $5.8 $1.62K - $2.32K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
82,589
N/A
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 12, 2021
51
N/A
CLXT
Calyxt, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
100
$3.18 - $5.08 $318 - $508
BLUE
Bluebird Bio, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
22
$11.24 - $21.0 $247 - $462
AMX
America Movil Sab De Cv

Communication Services
Q3 2021 Filed on Nov 12, 2021
328
$14.64 - $19.56 $4.8K - $6.42K
JJN
Barclays Bank PLC

ETFs
Q3 2021 Filed on Nov 12, 2021
13,395
$23.44 - $26.44 $314K - $354K
UMC
United Microelectronics Corp

Technology
Q3 2021 Filed on Nov 12, 2021
2,000
$9.16 - $12.5 $18.3K - $25K
SIF
Sifco Industries Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
314
$7.94 - $11.12 $2.49K - $3.49K
LSF
Laird Superfood, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
25
$17.16 - $30.45 $429 - $761
NVTA
Invitae Corp

Healthcare
Q3 2021 Filed on Nov 12, 2021
50
$24.31 - $33.6 $1.22K - $1.68K
HR
Healthcare Realty Trust Inc

Real Estate
Q3 2021 Filed on Nov 12, 2021
40
$26.87 - $31.28 $1.07K - $1.25K
Fly Leasing LTD
Q3 2021 Filed on Nov 12, 2021
350
N/A
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
55
$41.44 - $53.03 $2.28K - $2.92K
Scvx Corp
Q3 2021 Filed on Nov 12, 2021
2,625
N/A
PSTL
Postal Realty Trust, Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
48
$18.32 - $20.25 $879 - $972
Discovery Inc
Q3 2021 Filed on Nov 12, 2021
48
N/A
SAFE
Safehold Inc.

Real Estate
Q3 2021 Filed on Nov 12, 2021
25
$71.89 - $94.4 $1.8K - $2.36K
DIDIY
Di Di Global Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
150
$7.2 - $16.4 $1.08K - $2.46K
Weingarten Rlty Invs
Q3 2021 Filed on Nov 12, 2021
341
N/A
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 12, 2021
26
N/A
CNK
Cinemark Holdings, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
780
$13.94 - $22.04 $10.9K - $17.2K
AIRC
Apartment Income Reit Corp.

Real Estate
Q3 2021 Filed on Nov 12, 2021
31
$47.94 - $52.64 $1.49K - $1.63K
CSR
Centerspace

Real Estate
Q3 2021 Filed on Nov 12, 2021
14
$78.42 - $105.42 $1.1K - $1.48K
BOH
Bank Of Hawaii Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
26
$77.15 - $87.02 $2.01K - $2.26K
Sl Green Rlty Corp
Q3 2021 Filed on Nov 12, 2021
29
N/A
CARS
Cars.Com Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
380
$11.75 - $14.43 $4.47K - $5.48K
VUZI
Vuzix Corp

Technology
Q3 2021 Filed on Nov 12, 2021
100
$10.41 - $18.14 $1.04K - $1.81K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
48
$24.19 - $29.37 $1.16K - $1.41K
Federal Rlty Invt Tr
Q3 2021 Filed on Nov 12, 2021
13
N/A
Scvx Corp
Q3 2021 Filed on Nov 12, 2021
7,000
N/A
Slack Technologies Inc
Q3 2021 Filed on Nov 12, 2021
3,064
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
60
$44.84 - $51.74 $2.69K - $3.1K
SVAL
Ishares Tr Us Small Cap Value

ETFs
Q3 2021 Filed on Nov 12, 2021
906
$28.3 - $31.02 $25.6K - $28.1K
Ihs Markit LTD
Q3 2021 Filed on Nov 12, 2021
28
N/A
One
Q3 2021 Filed on Nov 12, 2021
1,710
N/A
Peridot Acquisition Corp
Q3 2021 Filed on Nov 12, 2021
4,850
N/A
ZUO
Zuora Inc

Technology
Q3 2021 Filed on Nov 12, 2021
50
$15.27 - $18.4 $764 - $920
Hollyfrontier Corp
Q3 2021 Filed on Nov 12, 2021
70
N/A
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