OWA
Outlook Wealth Advisors’s Stewart Information Services STC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Hold |
99,667
| – | – | 1.67% | 12 |
|
|
2025
Q1 | $7.11M | Hold |
99,667
| – | – | 1.98% | 11 |
|
|
2024
Q4 | $6.73M | Hold |
99,667
| – | – | 1.93% | 12 |
|
|
2024
Q3 | $7.45M | Sell |
99,667
-10,000
| -9% | -$747K | 2.14% | 11 |
|
|
2024
Q2 | $40.8K | Hold |
109,667
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $7.13M | Sell |
109,667
-30,000
| -21% | -$1.95M | 2.2% | 10 |
|
|
2023
Q4 | $8.21M | Hold |
139,667
| – | – | 2.87% | 5 |
|
|
2023
Q3 | $6.12M | Buy |
139,667
+6
| +0% | +$263 | 2.34% | 10 |
|
|
2023
Q2 | $5.75M | Hold |
139,661
| – | – | 2.17% | 10 |
|
|
2023
Q1 | $5.64M | Hold |
139,661
| – | – | 2.51% | 7 |
|
|
2022
Q4 | $5.97M | Hold |
139,661
| – | – | 2.83% | 8 |
|
|
2022
Q3 | $6.1M | Sell |
139,661
-5,000
| -3% | -$218K | 2.73% | 8 |
|
|
2022
Q2 | $7.2M | Hold |
144,661
| – | – | 2.94% | 5 |
|
|
2022
Q1 | $8.77M | Sell |
144,661
-146,878
| -50% | -$8.9M | 2.93% | 8 |
|
|
2021
Q4 | $23.2M | Buy |
291,539
+118,742
| +69% | +$9.47M | 6.83% | 1 |
|
|
2021
Q3 | $10.9M | Sell |
172,797
-15
| -0% | -$949 | 3.57% | 4 |
|
|
2021
Q2 | $9.8M | Sell |
172,812
-24,670
| -12% | -$1.4M | 3.13% | 5 |
|
|
2021
Q1 | $10.3M | Hold |
197,482
| – | – | 3.57% | 2 |
|
|
2020
Q4 | $9.55M | Sell |
197,482
-24,685
| -11% | -$1.19M | 3.48% | 3 |
|
|
2020
Q3 | $9.72M | Sell |
222,167
-24,685
| -10% | -$1.08M | 3.86% | 4 |
|
|
2020
Q2 | $8.03M | Hold |
246,852
| – | – | 3.4% | 6 |
|
|
2020
Q1 | $6.58M | Hold |
246,852
| – | – | 3.72% | 6 |
|
|
2019
Q4 | $10.1M | Hold |
246,852
| – | – | 5.67% | 4 |
|
|
2019
Q3 | $9.58M | Hold |
246,852
| – | – | 5.7% | 2 |
|
|
2019
Q2 | $10M | Hold |
246,852
| – | – | 6.59% | 1 |
|
|
2019
Q1 | $10.5M | Buy |
246,852
+197,482
| +400% | +$8.43M | 8.68% | 1 |
|
|
2018
Q4 | $20.4M | Buy |
+49,370
| New | +$20.4M | 9.32% | 1 |
|