Steward Partners Investment Advisory, LLC ALERIAN MLP ETF Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 06, 2020	SELL	N/A	-259,858 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	N/A	-61,193 Reduced 19.06%	259,858 $893,000
Q4 2019 Jan 17, 2020	SELL	N/A	-24,897 Reduced 7.2%	321,051 $2.73 Million
Q3 2019 Oct 30, 2019	SELL	N/A	-63,653 Reduced 15.54%	345,948 $3.16 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-214,633 Reduced 34.38%	409,601 $4.03 Million
Q1 2019 Apr 30, 2019	BUY	N/A	255,820 Added 69.44%	624,234 $6.26 Million
Q4 2018 Jan 15, 2019	SELL	N/A	-763,528 Reduced 67.45%	368,414 $3.22 Million
Q3 2018 Oct 23, 2018	BUY	N/A	230,224 Added 25.53%	1,131,942 $12.1 Million
Q2 2018 Jul 20, 2018	BUY	N/A	286,841 Added 46.65%	901,718 $9.11 Million
Q1 2018 Apr 20, 2018	BUY	N/A	423,276 Added 220.92%	614,877 $5.76 Million
Q4 2017 Jan 19, 2018	BUY	N/A	14,937 Added 8.46%	191,601 $2.07 Million
Q3 2017 Nov 22, 2017	BUY	N/A	34,268 Added 24.07%	176,664 $1.98 Million
Q2 2017 Nov 22, 2017	SELL	N/A	-55,780 Reduced 28.15%	142,396 $1.7 Million
Q1 2017 Nov 22, 2017	BUY	N/A	151,828 Added 327.58%	198,176 $2.52 Million
Q4 2016 Nov 22, 2017	BUY	N/A	46,348	46,348 $583,000

Track This Portfolio

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.