Number of Shares
458
Previous 2,065 77.82%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025

SELL
N/A
-1,607 Reduced 77.82%
458 $0
Q4 2024

Feb 06, 2025

SELL
N/A
-10,838 Reduced 84.0%
2,065 $0
Q3 2024

Nov 14, 2024

SELL
N/A
-763 Reduced 5.58%
12,903 $0
Q2 2024

Aug 08, 2024

BUY
N/A
781 Added 6.06%
13,666 $0
Q1 2024

May 15, 2024

BUY
N/A
11,021 Added 591.26%
12,885 $0
Q3 2022

Nov 10, 2022

BUY
N/A
1,864 New
1,864 $23,000
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.