Number of Shares
53
Previous 91 41.76%
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
-38 Reduced 41.76%
53 $0
Q4 2024

Feb 06, 2025

SELL
N/A
-44 Reduced 32.59%
91 $0
Q3 2024

Nov 14, 2024

SELL
N/A
-76 Reduced 36.02%
135 $0
Q2 2024

Aug 08, 2024

SELL
N/A
-256 Reduced 54.82%
211 $0
Q1 2024

May 15, 2024

SELL
N/A
-351 Reduced 42.91%
467 $0
Q4 2023

Feb 12, 2024

BUY
N/A
818 New
818 $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.