Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CVCY
Central Valley Community Bancorp

Financial Services
Q1 2020 Filed on Apr 29, 2020
2,000
$11.13 - $21.52 $22.3K - $43K
Care Com Incorporated
Q1 2020 Filed on Apr 29, 2020
1
N/A
Axa Equitable Hldgs Incorporated
Q1 2020 Filed on Apr 29, 2020
13,789
N/A
Seadrill Limited
Q1 2020 Filed on Apr 29, 2020
2
N/A
Zayo Group Hldgs Incorporated
Q1 2020 Filed on Apr 29, 2020
92
N/A
Pretium Res Incorporated
Q1 2020 Filed on Apr 29, 2020
400
N/A
Src Energy Incorporated
Q1 2020 Filed on Apr 29, 2020
7
N/A
HALL
Hallmark Financial Services Inc

Financial Services
Q1 2020 Filed on Apr 29, 2020
4,550
$2.38 - $18.8 $10.8K - $85.5K
CODA
Coda Octopus Group, Inc.

Industrials
Q1 2020 Filed on Apr 29, 2020
100
$4.63 - $8.53 $463 - $853
WWR
Westwater Resources, Inc.

Basic Materials
Q1 2020 Filed on Apr 29, 2020
8
$0.95 - $2.57 $7.6 - $20.6
SESN
Sesen Bio, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
1,000
$0.39 - $1.03 $390 - $1.03K
Nuveen Municipal 2021 Target Term
Q1 2020 Filed on Apr 29, 2020
666
N/A
CDEV
Centennial Resource Development, Inc.

Energy
Q1 2020 Filed on Apr 29, 2020
136
$0.26 - $5.01 $35.4 - $681
SYNL
Synalloy Corp
Q1 2020 Filed on Apr 29, 2020
85
$8.73 - $14.25 $742 - $1.21K
Virtus Investment Pfd Cv Ser D
Q1 2020 Filed on Apr 29, 2020
1,200
N/A
USAC
Usa Compression Partners, LP

Energy
Q1 2020 Filed on Apr 29, 2020
500
$3.7 - $18.09 $1.85K - $9.05K
New Oriental Ed & Tech Grp Incorporated Spon Adr
Q1 2020 Filed on Apr 29, 2020
65
N/A
MTEM
Molecular Templates, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
1,000
$11.31 - $18.26 $11.3K - $18.3K
Sterling Bancorp Del
Q1 2020 Filed on Apr 29, 2020
76
N/A
Contrafect Corporation
Q1 2020 Filed on Apr 29, 2020
1,000
N/A
BKSC
Bank Of South Carolina Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
52
$11.65 - $19.39 $606 - $1.01K
Avx Corporation New
Q1 2020 Filed on Apr 29, 2020
62
N/A
Primo Wtr Corporation
Q1 2020 Filed on Apr 29, 2020
1
N/A
Prgx Global Incorporated Com New
Q1 2020 Filed on Apr 29, 2020
2
N/A
NXGN
Nextgen Healthcare, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
1
$5.72 - $16.23 $5.72 - $16.2
Nic Incorporated
Q1 2020 Filed on Apr 29, 2020
1
N/A
Whiting Pete Corporation New Com New
Q1 2020 Filed on Apr 29, 2020
355
N/A
Melinta Therapeutics Incorporated Com New
Q1 2020 Filed on Apr 29, 2020
1,780
N/A
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
300
$5.92 - $19.8 $1.78K - $5.94K
Senior Hsg Pptys Tr Sh Ben Int Reit
Q1 2020 Filed on Apr 29, 2020
1,023
N/A
Proshares Ultra Bloomberg Crude Oil
Q1 2020 Filed on Apr 29, 2020
60
N/A
Invesco Dwa Tactical Sector Rotation ETF
Q1 2020 Filed on Apr 29, 2020
718
N/A
Mcdermott International Incorporated
Q1 2020 Filed on Apr 29, 2020
329
N/A
HCCI
Heritage Crystal Clean, Inc.

Industrials
Q1 2020 Filed on Apr 29, 2020
1
$12.47 - $31.21 $12.5 - $31.2
Health Ins Innovations Incorporated Com Class A
Q1 2020 Filed on Apr 29, 2020
650
N/A
Gardner Denver Hldgs Incorporated
Q1 2020 Filed on Apr 29, 2020
2
N/A
FOCS
Focus Financial Partners Inc.

Financial Services
Q1 2020 Filed on Apr 29, 2020
300
$13.88 - $34.04 $4.16K - $10.2K
Dermira Incorporated
Q1 2020 Filed on Apr 29, 2020
182
N/A
Invesco Frontier Markets ETF
Q1 2020 Filed on Apr 29, 2020
6,961
N/A
CIH
China Index Holdings LTD

Technology
Q1 2020 Filed on Apr 29, 2020
200
$1.36 - $3.48 $272 - $696
Invesco Insider Sentiment ETF
Q1 2020 Filed on Apr 29, 2020
1,367
N/A
Stonemor Partners L P Com Units Int
Q1 2020 Filed on Apr 29, 2020
536
N/A
Waddell & Reed Finl Incorporated Class A
Q1 2020 Filed on Apr 29, 2020
500
N/A
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
1
$7.5 - $16.8 $7.5 - $16.8
GEFB
Greif, Inc. Cl B
Q1 2020 Filed on Apr 29, 2020
80
N/A
NMIH
Nmi Holdings, Inc.

Financial Services
Q1 2020 Filed on Apr 29, 2020
1
$9.58 - $35.57 $9.58 - $35.6
EC
Ecopetrol S.A.

Energy
Q1 2020 Filed on Apr 29, 2020
35
$6.68 - $20.95 $234 - $733
RZV
Invesco Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
845
$31.8 - $70.02 $26.9K - $59.2K
CBZ
Cbiz, Inc.

Industrials
Q1 2020 Filed on Apr 29, 2020
1,000
$17.27 - $28.5 $17.3K - $28.5K
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