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
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
COFPRJ
Capital One Finl Cor
Q3 2021 Filed on Nov 12, 2021
91,364
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
Siena Mun Util Dist No 2 Tex, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
30,000
N/A
CGEMY
Capgemini S E Adr(Fra)

Technology
Q3 2021 Filed on Nov 12, 2021
202
$38.63 - $45.92 $7.8K - $9.28K
DSX
Diana Shipping Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
1,380
$3.91 - $6.25 $5.4K - $8.63K
Montgomery Cnty Tx Mun Util Dist No 138, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
105,000
N/A
Sienna Plantation Mgmt Dist Tex, Ultd Tax And Tax Inrcrement Contract Rev Rd
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
115,000
N/A
Cape May Cnty N J, Go Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Montgomery Cnty Tx Mun Util Dist No 138, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
125,000
N/A
Cape Girardeau Cnty Mo Ctf Partn, Ctf Partn
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Sienna Plantation Mgmt Dist Tex, Ultd Tax And Tax Inrcrement Contract Rev Rd
Q3 2021 Filed on Nov 12, 2021
70,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Montgomery Cnty Tx Mun Util Dist No 138, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Cape Coral Fl Spl Oblig Rev, Spl Oblig Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
250,000
N/A
Sienna Plantation Levee Impt Dist Tx Fort Bend Cnty, Unltd Tax Impt Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Montgomery Cnty Tx Mun Util Dist No 138, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
94,000
N/A
Cape Coral Fl Wtr & Swr Rev, Ref Ref Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Sibley East Sch Dist 2310 Minn, Go Sch Bldg Bds, Sibley East Public Schools
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Montgomery Cnty Tx Mun Util Dist No 113, Unltd Tax Bds
Q3 2021 Filed on Nov 12, 2021
145,000
N/A
Cape Coral Fl Wtr & Swr Rev, Wtr And Swr Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
65,000
N/A
Montgomery Cnty Tx Mun Util Dist No 113, Ultd Tax Rd Impt Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Cape Coral Fl Wtr & Swr Rev, Wtr And Swr Ref Rev Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Sheridan Ar Sch Dist No 37, Constr Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Shell International Finance B.V.
Q3 2021 Filed on Nov 12, 2021
1,000
N/A
Montgomery Cnty Tx Mun Util Dist No 113, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
60,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Canyon Falls Wtr Ctl & Impt Dist No 2 Tex, Unltd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Shell International Finance B.V.
Q3 2021 Filed on Nov 12, 2021
3,000
N/A
Montgomery Cnty Tx Mun Util Dist No 112, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
Canyon Falls Wtr Ctl & Impt Dist No 2 Tex, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
130,000
N/A
Shell International Finance B.V.
Q3 2021 Filed on Nov 12, 2021
50,000
N/A
Montgomery Cnty Tx Pass Thru Toll Rev, Pass Through Toll Rev And Lrd Tax Ref
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Canyon Falls Wtr Ctl & Impt Dist No 2 Tex, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
185,000
N/A
Shell International Finance B.V.
Q3 2021 Filed on Nov 12, 2021
160,000
N/A
Shell International Finance B.V.
Q3 2021 Filed on Nov 12, 2021
5,000
N/A
Montgomery Cnty Tx Mun Util Dist No 115, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
90,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
115,000
N/A
Canyon Falls Wtr Ctl & Impt Dist No 2 Tex, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
GNUS
Genius Brands International, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
1,000
$1.36 - $1.78 $1.36K - $1.78K
Sheldon Tx Indpt Sch Dist, Ultd Tax Sch Bldg And Ref Bds
Q3 2021 Filed on Nov 12, 2021
75,000
N/A
Montgomery Cnty Tx Mun Util Dist No 88, Ultd Tax Bds
Q3 2021 Filed on Nov 12, 2021
25,000
N/A
Harris Cnty Tx Mun Util Dist No 406, Ultd Tax Rd Bds
Q3 2021 Filed on Nov 12, 2021
100,000
N/A
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