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
Wake Cnty N C, Go Pub Impt Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Massachusetts St, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
FOA Finance Of America Companies Inc. Financial Services	Q3 2021 Filed on Nov 12, 2021	585	$4.84 - $7.64 $2.83K - $4.47K
BEKE Ke Holdings Inc. Real Estate	Q3 2021 Filed on Nov 12, 2021	3,929	$15.64 - $46.95 $61.4K - $184K
Pend Oreille Cnty Wa Pub Hosp Dist No 1, Unltd Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Alexandria Va, Go Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Wake Cnty N C, Go Sch Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Massachusetts St, Cmnwlth Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Fillmore Ca Redev Agy Successor Agy Tax Allocation, Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Alexandria La Utils Rev, Utils Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Wadsworth Ohio, Go LTD Tax Var Purp Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Pembroke Pines Fla, Go Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Massachusetts St, Go Bds	Q3 2021 Filed on Nov 12, 2021	65,000	N/A
Ferndale Wa Wtr & Swr Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Albuquerque Nm Mun Sch Dist No 012, Go Sch Bldg Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Waco Tex, Combi Tax And Rev Ctfs Of Oblig	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Pembroke N H, Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Ferndale Mich, Ultd Tax Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Albuquerque Nm Mun Sch Dist No 012, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fenton Mi Area Pub Schs, Sch Bldg And Site Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Wppi Energy Wi Pwr Supply Sys Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Albuquerque Nm Met Arroyo Flood Ctl Auth, Go Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Wm Morrison Supermarkets PLC Unsponsored Adr	Q3 2021 Filed on Nov 12, 2021	40	N/A
Massachusetts St, Go Consolidated Ln Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Voyager Digital Limited	Q3 2021 Filed on Nov 12, 2021	1,000	N/A
Fayette Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Sch Bldg Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Albuquerque Nm Gross Rcpts Lodgers Tax Rev, Impt Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Voya Senior Income Fund Class I N/L	Q3 2021 Filed on Nov 12, 2021	3,014	N/A
Massachusetts St, Go Consolidated Ln Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Pebblebrook Hotel Trust Reit Pfd	Q3 2021 Filed on Nov 12, 2021	1,150	N/A
Fayette Cnty Ky Sch Dist Fin Corp Sch Bldg Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
WHGLY Wh Group LTD (Cayman Islds)	Q3 2021 Filed on Nov 12, 2021	229	$14.05 - $18.24 $3.22K - $4.18K
Albuquerque N Mex, Go Genl Purp Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Massachusetts St, Go Consolidated Ln Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Voorhees Twp N J, Go Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Peace River/Manasota Regl Wtr Supply Auth Fl Rev, Util Sys Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	90,000	N/A
Fau Fin Corp Fl Cap Impt Rev, Bds, Student Hsg Proj	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Albuquerque Bernalillo Cnty Wtr Util Auth Nm Jt Wtr & Swr Sys Rev, Jt Wtr	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St, Go Cons Ln Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Vodafone Grp	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Farmington Hills Mich, Go LTD Tax Cap Impt Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Vodafone Group PLC	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Massachusetts St, Commonwealth Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	85,000	N/A
Albemarle Cnty Va Economic Dev Auth Pub Fac Rev, Rev Bds, Albemarie Cnty Proj	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Vodafone Group PLC	Q3 2021 Filed on Nov 12, 2021	16,000	N/A
Far Hills Util Dist Tex, Wtrwks And Swr Combined Ultd Tax And Rev Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Paulsboro N J, Taxable Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Massachusetts St, Commonwealth Cons Ln Go Bds	Q3 2021 Filed on Nov 12, 2021	250,000	N/A
VIVHY Vivendi	Q3 2021 Filed on Nov 12, 2021	181	$32.48 - $41.6 $5.88K - $7.53K

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