Buckley Wealth Management’s Stewart Information Services STC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Hold	3,500	–	–	0.07%	102
2025 Q1	$250K	Hold	3,500	–	–	0.08%	93
2024 Q4	$236K	Hold	3,500	–	–	0.07%	92
2024 Q3	$262K	Sell	3,500 -2,963	-46%	-$221K	0.08%	92
2024 Q2	$401K	Hold	6,463	–	–	0.13%	86
2024 Q1	$420K	Hold	6,463	–	–	0.13%	87
2023 Q4	$380K	Hold	6,463	–	–	0.13%	89
2023 Q3	$283K	Hold	6,463	–	–	0.11%	91
2023 Q2	$266K	Hold	6,463	–	–	0.09%	106
2023 Q1	$261K	Sell	6,463 -1,962	-23%	-$79.2K	0.1%	95
2022 Q4	$360K	Sell	8,425 -1,000	-11%	-$42.7K	0.13%	89
2022 Q3	$411K	Hold	9,425	–	–	0.15%	93
2022 Q2	$469K	Hold	9,425	–	–	0.15%	94
2022 Q1	$571K	Hold	9,425	–	–	0.15%	93
2021 Q4	$751K	Hold	9,425	–	–	0.22%	81
2021 Q3	$596K	Hold	9,425	–	–	0.19%	82
2021 Q2	$534K	Buy	9,425 +1,000	+12%	+$56.7K	0.18%	85
2021 Q1	$438K	Hold	8,425	–	–	0.16%	90
2020 Q4	$407K	Hold	8,425	–	–	0.17%	87
2020 Q3	$368K	Sell	8,425 -24,000	-74%	-$1.05M	0.17%	89
2020 Q2	$1.05M	Buy	32,425 +1,456	+5%	+$47.3K	0.48%	38
2020 Q1	$826K	Buy	30,969 +7,969	+35%	+$213K	0.45%	39
2019 Q4	$938K	Sell	23,000 -15,000	-39%	-$612K	0.43%	38
2019 Q3	$1.47M	Hold	38,000	–	–	0.72%	27
2019 Q2	$1.54M	Hold	38,000	–	–	0.72%	29
2019 Q1	$1.62M	Hold	38,000	–	–	0.77%	28
2018 Q4	$1.57M	Hold	38,000	–	–	0.81%	26
2018 Q3	$1.71M	Hold	38,000	–	–	0.75%	31
2018 Q2	$1.64M	Hold	38,000	–	–	0.77%	31
2018 Q1	$1.67M	Hold	38,000	–	–	0.83%	31
2017 Q4	$1.61M	Buy	+38,000	New	+$1.61M	0.81%	31