Heritage Wealth Management (Arizona)’s Stewart Information Services STC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $204K | Sell |
3,279
-416
| -11% | -$25.8K | 0.11% | 164 |
|
|
2024
Q1 | $240K | Buy |
3,695
+15
| +0.4% | +$976 | 0.12% | 150 |
|
|
2023
Q4 | $216K | Buy |
+3,680
| New | +$216K | 0.12% | 156 |
|
|
2022
Q4 | $439K | Buy |
10,270
+6,538
| +175% | +$279K | 0.06% | 232 |
|
|
2022
Q3 | $163K | Buy |
3,732
+120
| +3% | +$5.24K | 0.05% | 268 |
|
|
2022
Q2 | $180K | Buy |
3,612
+332
| +10% | +$16.5K | 0.06% | 260 |
|
|
2022
Q1 | $199K | Buy |
+3,280
| New | +$199K | 0.05% | 272 |
|
|
2021
Q3 | $112K | Buy |
1,767
+361
| +26% | +$22.9K | 0.04% | 318 |
|
|
2021
Q2 | $80K | Buy |
+1,406
| New | +$80K | 0.03% | 380 |
|