Number of Shares
10,846
Previous 9,833 10.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
N/A
1,013 Added 10.3%
10,846 $0
Q4 2024

Feb 06, 2025

SELL
N/A
-1,313 Reduced 11.78%
9,833 $0
Q3 2024

Nov 14, 2024

SELL
N/A
-886 Reduced 7.36%
11,146 $0
Q2 2024

Aug 08, 2024

BUY
N/A
351 Added 3.0%
12,032 $0
Q1 2024

May 15, 2024

BUY
N/A
1,093 Added 10.32%
11,681 $0
Q4 2023

Feb 12, 2024

BUY
N/A
2,059 Added 24.14%
10,588 $0
Q3 2023

Nov 13, 2023

BUY
N/A
371 Added 4.55%
8,529 $0
Q2 2023

Aug 14, 2023

BUY
N/A
8,158 New
8,158 $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.