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
Amtrust Financial Services, Pfd	Q3 2021 Filed on Nov 12, 2021	4,300	N/A
Energy Northwest Wa Elec Rev, Rev Ref Bds, Proj 1	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Utility Debt Securitization Auth N Y, Restructuring Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Liberty Ny Dev Corp Rev, Rev Bds, Goldman Sachs Headquarters LLC	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
AFSIB Amtrust Finl Svcs Inc Dep Sh R	Q3 2021 Filed on Nov 12, 2021	55,135	N/A
North Carolina St LTD Oblig, LTD Oblig Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Energy Northwest Wa Elec Rev, Rev Ref Bds, Proj 1	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Utility Debt Securitization Auth N Y, Restructuring Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Liberty Ny Dev Corp Rev, Rev Bds, Goldman Sachs Headquarters LLC	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
North Carolina St, Go Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Utility Debt Securitization Auth N Y, Restructuring Bds, Long Island Pwr Auth	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Energy Northwest Wa Elec Rev, Elec Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	150,000	N/A
North Carolina Hsg Fin Agy, Home Ownership Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Lexington Va Indl Dev Auth Edl Facilities Rev, Edu Facilities Rev Ref	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
AIGPRA American Intl Group Inc Dep Sh	Q3 2021 Filed on Nov 12, 2021	12,928	N/A
Endurance Specialty Holdings LTD	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Utah Tran Auth Sales Tax Rev, Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
North Carolina Med Care Commn Health Care Facilities Rev, Rev Ref Bds,	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Lexington Va Indl Dev Auth Edl Facilities Rev, Edu Facilities Rev Ref	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Energy East Corporation	Q3 2021 Filed on Nov 12, 2021	79,000	N/A
Utah Tran Auth Sales Tax Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
AFGB American Financial Group Inc Industrials	Q3 2021 Filed on Nov 12, 2021	101	$27.3 - $28.57 $2.76K - $2.89K
North Carolina Hsg Fin Agy Homeownership Rev, Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Lexington Fayette Urban Cnty Govt Ky, Var Purp Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
ENLAY Enel Societa Per Azioni Utilities	Q3 2021 Filed on Nov 12, 2021	1,027	$7.64 - $9.56 $7.85K - $9.82K
Utah St Univ Rev, Student Bldg Fee Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
AELPRA American Equity Invt Life Hldg	Q3 2021 Filed on Nov 12, 2021	19,525	N/A
North Carolina Mun Pwr Agy No 1 Catawba Elec Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Lexington Cnty Sc Sch Dist No 4, Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Enbridge Incorporation	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Utah St Univ Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
July Alternative Investment Pending Settlement	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
North Carolina Cent Univ Rev, Genl Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Utah St Bldg Ownership Auth Lease Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Enbridge Inc.	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
ATUSF Altius Minerals Corp	Q3 2021 Filed on Nov 12, 2021	3,410	$11.94 - $14.3 $40.7K - $48.8K
North Carolina Cap Facilities Fin Agy Rev, Rev Bds, Duke Univ	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Lexington Cnty Sc Health Svcs Dist Inc Hosp Rev, Bds, Lexington Med Ctr	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
ENBA Enbridge Inc Industrials	Q3 2021 Filed on Nov 12, 2021	74	$26.52 - $27.46 $1.96K - $2.03K
Utah St, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
July Alternative Investment Pending Settlement	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
North Carolina Eastn Mun Pwr Agy Pwr Sys Rev, Pub Pwr Sys Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Lewisville Tx Indpt Sch Dist, Unltd Tax Bldg Ref Bds	Q3 2021 Filed on Nov 12, 2021	290,000	N/A
Encanto Real Util Dist Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Utah St, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
ALLPRI Allstate Corp Dep Shs Repstg 1	Q3 2021 Filed on Nov 12, 2021	6,100	N/A
Utah St, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Lewisville Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Encanto Real Util Dist Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
North Carolina Cap Facilities Fin Agy Edl Facilities Rev, Bds, Wake Forest	Q3 2021 Filed on Nov 12, 2021	25,000	N/A

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