Number of Shares
31,868
Previous 31,827 0.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
N/A
41 Added 0.13%
31,868 $0
Q1 2024

May 15, 2024

BUY
N/A
27 Added 0.08%
31,827 $0
Q4 2023

Feb 12, 2024

BUY
N/A
5,731 Added 21.98%
31,800 $0
Q3 2023

Nov 13, 2023

BUY
N/A
24 Added 0.09%
26,069 $0
Q2 2023

Aug 14, 2023

BUY
N/A
1,871 Added 7.74%
26,045 $0
Q1 2023

May 15, 2023

BUY
N/A
4,233 Added 21.23%
24,174 $0
Q4 2022

Feb 15, 2023

BUY
N/A
19,647 Added 6682.65%
19,941 $0
Q3 2021

Nov 12, 2021

BUY
N/A
294 New
294 $5,000
Q3 2020

Oct 30, 2020

SELL
N/A
-114 Closed
0 $0
Q2 2019

Jul 25, 2019

BUY
N/A
114 New
114 $1,000
Q4 2018

Jan 15, 2019

SELL
N/A
-1,089 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
N/A
975 Added 855.26%
1,089 $17,000
Q4 2017

Jan 19, 2018

SELL
N/A
-401 Reduced 77.86%
114 $1,000
Q1 2017

Nov 22, 2017

BUY
N/A
515
515 $8,000
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.