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
New Hampshire St Tpke Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Huber Heights Oh City Sch Dist, Sch Impt Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Cleveland Oh Mun Sch Sch Dist, Go Sch Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Sharpspring Incorporated	Q3 2021 Filed on Nov 12, 2021	28,159	N/A
Sunfield Mun Util Dist No 3 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
New Hampshire St Tpke Sys Rev, Rev Bds, Build America Bonds Direct Pay	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Howard Cnty Md, Cons Pub Impt Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Cleveland Oh Economic & Cmnty Dev Rev, Rev Bds, Core City Fd	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Sunfield Mun Util Dist No 3 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	105,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	200,000	N/A
Howard Cnty Md, Go Consolidated Pub Impt And Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Cleveland Ohio, Var Purp Go Bds	Q3 2021 Filed on Nov 12, 2021	85,000	N/A
Sunfield Mun Util Dist No 3 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Howard Cnty Md, Go Ref Bds, Met Dist Proj	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Clearwater Fl Wtr & Swr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Sunfield Mun Util Dist No 3 Tex, Ultd Tax Rd Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Houston Tx Util Sys Rev, Combined Util Sys First Lien Rev And Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Clear Creek Tx Indpt Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Suncor Energy Inc.	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	260,000	N/A
Houston Tx Util Sys Rev, Combined Util Sys First Lien Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Clear Creek Tx Indpt Sch Dist, Ultd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	500,000	N/A
Sugar Land Tx Wtrwks & Swr Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	120,000	N/A
Clayton Mo Sch Dist, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
New Hampshire St, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Houston Tx Util Sys Rev, First Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	125,000	N/A
Sugar Land Tx Dev Corp Sales Tax Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Claymore/Guggenheim Build America Bonds Trust 1 Monthly Cash	Q3 2021 Filed on Nov 12, 2021	5	N/A
New Hampshire St, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Suffolk Va, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Houston Tx Util Sys Rev, First Lien Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Suffolk Va, Go And Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
New Hampshire Mun Bd Bk, Ref Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Clay Jackson & Platte Cntys Mo Cons Pub Libr Dist No 3 Ctf Partn, Ctf Partn,	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Houston Tx Indpt Sch Dist, LTD Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Suffolk Cnty Ny Wtr Auth Wtrwks Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
New Hampshire Mun Bd Bk, Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Clarksville Tn Elec Sys Rev, Ref Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
Houston Tx Arpt Sys Rev, Sub Lien Ref Bds	Q3 2021 Filed on Nov 12, 2021	140,000	N/A
Suffolk Cnty N Y, Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
New Hampshire Mun Bd Bk, Mun Bd Bk Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Clark Pleasant In 2004 Sch Bldg Corp, First Mtg Ref Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Houston Tx Arpt Sys Rev, Arpt Sys Spl Facilities Rev Bds, Rental Car Project	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
New Hampshire Mun Bd Bk, Rev Bds	Q3 2021 Filed on Nov 12, 2021	500,000	N/A
Suffolk Cnty N Y, Pub Impt Ser Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Suffolk Cnty N Y, Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
New Hampshire Mun Bd Bk, Ref Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A

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