Steward Partners Investment Advisory, LLC Principal Spectrum Pfd Secs Ac Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,577 shares of PREF stock, worth $49,220. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,577
Previous 1,340 92.31%
Holding current value
$49,220
Previous $25,000 92.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$18.21 - $18.97 $22,525 - $23,465
1,237 Added 92.31%
2,577 $48,000
Q1 2025

May 13, 2025
BUY
$18.55 - $18.81 $24,857 - $25,205
1,340 New
1,340 $25,000
Q1 2024

May 15, 2024
SELL
$17.42 - $18.17 $359,757 - $375,246
-20,652 Reduced 99.52%
100 $1,000
Q4 2023

Feb 12, 2024
BUY
$16.33 - $17.54 $337,247 - $362,236
20,652 Added 20652.0%
20,752 $363,000
Q3 2023

Nov 13, 2023
SELL
$16.72 - $17.3 $1,254 - $1,297
-75 Reduced 42.86%
100 $1,000
Q2 2023

Aug 14, 2023
SELL
$16.31 - $17.04 $4,485 - $4,686
-275 Reduced 61.11%
175 $2,000
Q1 2023

May 15, 2023
BUY
$16.36 - $18.06 $7,362 - $8,126
450 New
450 $7,000
Q2 2022

Aug 04, 2022
SELL
$17.18 - $18.98 $42,228 - $46,652
-2,458 Closed
0 $0
Q4 2021

Feb 08, 2022
SELL
$20.12 - $20.65 $349,444 - $358,649
-17,368 Reduced 87.6%
2,458 $50,000
Q3 2021

Nov 12, 2021
BUY
$20.65 - $20.87 $358,649 - $362,470
17,368 Added 706.59%
19,826 $411,000
Q1 2021

May 14, 2021
BUY
$20.25 - $20.73 $49,774 - $50,954
2,458 New
2,458 $0

Others Institutions Holding PREF

# of Institutions
130
Shares Held
52.7M
Call Options Held
0
Put Options Held
0
View Full List

About PRINCIPAL SPECTRUM PFD SECS AC

PREF Quotes by TradingView
  • Ticker PREF
  • Sector ETFs
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More about PREF
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