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
Los Angeles Ca Dept Wtr & Pwr Rev, Pwr Sys Rev Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
New Jersey St Tpke Auth Tpke Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Vineland N J, Elec Util Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
North Tx Mun Wtr Dist Texas Wtr Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Los Angeles Ca Cmnty College Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Eugene Or Elec Util Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
North Tx Mun Wtr Dist Texas Wtr Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
BMLPRG Bk Of America Dep Shs Repstg 1	Q3 2021 Filed on Nov 12, 2021	96,964	N/A
LZAGY Lonza Group Ag Zuerich Unspons	Q3 2021 Filed on Nov 12, 2021	4,224	$71.05 - $85.4 $300K - $361K
Essex Cnty Nj Impt Auth Proj Rev, Cons Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
BMLPRL Bk Of America Dep Shs Rpstg	Q3 2021 Filed on Nov 12, 2021	300	N/A
North Tx Mun Wtr Dist Texas Wtr Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Lone Star College Sys Tx Rev Fing Sys Rev, Rev Fin Sys Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Essex Cnty Nj Impt Auth Rev, Proj Consolidation Ref Rev Bds, Essex County,	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
BACPRB Bank Amer Corp Dep Shs Rpstg 1	Q3 2021 Filed on Nov 12, 2021	13,388	N/A
VITFF Victoria Gold Corp Com New	Q3 2021 Filed on Nov 12, 2021	600	$10.66 - $15.29 $6.4K - $9.17K
North Tx Mun Wtr Dist Texas Wtr Sys Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Londonderry N H, Genl Oblig Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Essex Cnty N J, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
BACPRK Bank Amer Corp	Q3 2021 Filed on Nov 12, 2021	12,575	N/A
Victoria Cnty Tx Jr College Dist, LTD Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
North Tx Twy Auth Rev, Sys And Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
LNSTY London Stk Exchange Group Adr Financial Services	Q3 2021 Filed on Nov 12, 2021	372	$25.19 - $28.66 $9.37K - $10.7K
Essex Cnty N J, Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
MERPRK Bank Amer Corp Income Cap Obli	Q3 2021 Filed on Nov 12, 2021	400	N/A
Vestavia Hills Al City Brd Ed Spl Tax Sch Wts, Sch Wts	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
North Tx Twy Auth Rev, First Tier Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Lodi Ca Uni Sch Dist Sch Facilities Impt Dist No 1, Election 2006 Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Lodi Ca Uni Sch Dist, Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Vestavia Hills Al, Go Wts	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
North Tx Twy Auth Rev, First Tier Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Lockport Town N Y, Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Essex Cnty N J, Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
BASFY Basf Se Common Stock Basic Materials	Q3 2021 Filed on Nov 12, 2021	2,500	$18.13 - $20.39 $45.3K - $51K
North Tx Twy Auth Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
North Tx Twy Auth Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
North Tx Mun Wtr Dist Upper E Fork Wstwtr Intrcpt Contract Rev, Sys Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Lloyds Tsb Bank PLC	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Erie Pa Wtr Auth Wtr Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Vermont St, Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Los Angeles Ca Wastewater Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
North Tx Mun Wtr Dist Texas Regl Wastewtr Sys Contract Rev, Muddy Creek	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Erie Cnty Ny Indl Dev Agy Sch Fac Rev, Rev Ref Bds, City Of Sch Dist Of Buffalo	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Vermont Mun Bd Bk, Rev Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
North Tx Mun Wtr Dist Texas Regl Wastewtr Rev, Sys Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Livonia Mi Mun Bldg Auth, Go LTD Tax Bldg Auth Ref Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Vereit Incorporation Pfd Ser F	Q3 2021 Filed on Nov 12, 2021	458	N/A
Erie Cnty Ny Indl Dev Agy Sch Fac Rev, Ref Rev Bds, School Dist City Of Buffalo	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
AXAHY Axa Ads (1 Ord Shs) Financial Services	Q3 2021 Filed on Nov 12, 2021	115	$24.78 - $28.87 $2.85K - $3.32K
Livonia Mi Mun Bldg Auth, Go LTD Tax Bldg Auth Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A

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