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
Albany Ny Mun Wtr Fin Auth Second Resolution Rev, 2 Nd Resolution Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Vitality Biopharma Incorporated	Q3 2021 Filed on Nov 12, 2021	2,400	N/A
Paseo Del Este Mun Util Dist No 3 Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St, Commonwealth Cons Ln Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Fall River Mass, Go Mun Purp Ln Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Fairfield Conn, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Albany Dougherty Cnty Ga Hosp Auth Rev, Rev Antic Certs, Phoebe Putney Hlth	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Paseo Del Este Mun Util Dist No 3 Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	130,000	N/A
Massachusetts St, Go Consolidated Ln Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fairfax Financial Holdings Limited	Q3 2021 Filed on Nov 12, 2021	190,000	N/A
Alaska St Hsg Fin Corp, Collateralized Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Paseo Del Este Mun Util Dist No 3 Tex, Go Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	120,000	N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Paseo Del Este Mun Util Dist No 3 Tex, Go Unltd Tax Bds	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Massachusetts St, Go Consldtn Ln Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fairfax Financial Holdings Limited	Q3 2021 Filed on Nov 12, 2021	55,000	N/A
Alaska Mun Bd Bk Alaska Mun Bd Bk Auth, Go Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Virginia St Res Auth Infrastructure Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Paseo De La Resaca Tx Mun Util Dist No 3 Contract Rev, Unltd Tax Ref Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St, Go Consldtn Ln Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Fairfax Cnty Va Wtr Auth Wtr Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	40,000	N/A
Alaska St, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Virginia St Res Auth Infrastructure Rev, St Moral Oblig Rev Bds	Q3 2021 Filed on Nov 12, 2021	60,000	N/A
Alaska St, Go Bds	Q3 2021 Filed on Nov 12, 2021	45,000	N/A
Paseo Del Este Mun Util Dist No 8 Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	110,000	N/A
Massachusetts St, Go Consldtn Ln Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Fairfax Cnty Va Wtr Auth Wtr Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Virginia St Res Auth Infrastructure Rev, St Moral Oblig Rev Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Alaska St, Go Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Paseo Del Este Mun Util Dist No 8 Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	95,000	N/A
Massachusetts St, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Fairfax Cnty Va Wtr Auth Wtr Rev, Ref Rev Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Virginia St Res Auth Infrastructure Rev, St Moral Oblig Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Alaska Rr Corp Cap Grnt Rcpts, Ref Bds, Fta Sect 5307 And Sec 5337	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Paseo Del Este Mun Util Dist No 8 Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	35,000	N/A
Virginia St Res Auth Infrastructure Rev, St Moral Oblig Rev Bds	Q3 2021 Filed on Nov 12, 2021	5,000	N/A
Virginia St Res Auth Infrastructure Rev, Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Paseo Del Este Mun Util Dist No 5 Tex, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	75,000	N/A
Massachusetts St, Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Fairfax Cnty Va Wtr Auth Wtr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A
Alamo Tx Cmnty College Dist, LTD Go Ref Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Paseo Del Este Mun Util Dist No 5 Tex, Utld Tax Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Virginia St Res Auth Infrastructure Rev, Moral Oblig Bds	Q3 2021 Filed on Nov 12, 2021	15,000	N/A
Massachusetts St, Go Bds	Q3 2021 Filed on Nov 12, 2021	50,000	N/A
Fairfax Cnty Va Wtr Auth Wtr Rev, Rev Ref Bds	Q3 2021 Filed on Nov 12, 2021	30,000	N/A
Paseo Del Este Mun Util Dist No 5 Tex, Ultd Tax Bds	Q3 2021 Filed on Nov 12, 2021	80,000	N/A
Alameda Cnty Ca Transn Auth Sales Tax Rev, Sales Tax Rev Bds	Q3 2021 Filed on Nov 12, 2021	10,000	N/A
Massachusetts St, Consolidated Ln Go Bds	Q3 2021 Filed on Nov 12, 2021	20,000	N/A
Virginia St Res Auth Infrastructure Rev, Moral Oblig Bds	Q3 2021 Filed on Nov 12, 2021	25,000	N/A
Fairfax Cnty Va Swr Rev, Rev Bds	Q3 2021 Filed on Nov 12, 2021	100,000	N/A

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