Steward Partners Investment Advisory’s Agilent Technologies A Stock Holding History

Steward Partners Investment Advisory’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$760K	Buy	6,443 +110	+2%	+$13K	0.01%	1109
2025 Q1	$741K	Sell	6,333 -736	-10%	-$86.1K	0.01%	1036
2024 Q4	$950K	Buy	7,069 +1,003	+17%	+$135K	0.01%	891
2024 Q3	$901K	Buy	6,066 +36	+0.6%	+$5.35K	0.01%	894
2024 Q2	$782K	Sell	6,030 -425	-7%	-$55.1K	0.01%	899
2024 Q1	$939K	Buy	6,455 +108	+2%	+$15.7K	0.01%	816
2023 Q4	$882K	Sell	6,347 -93	-1%	-$12.9K	0.01%	778
2023 Q3	$720K	Sell	6,440 -589	-8%	-$65.9K	0.01%	787
2023 Q2	$845K	Hold	7,029	–	–	0.01%	745
2023 Q1	$972K	Sell	7,029 -14	-0.2%	-$1.94K	0.02%	701
2022 Q4	$1.05M	Buy	7,043 +247	+4%	+$37K	0.02%	648
2022 Q3	$826K	Buy	6,796 +392	+6%	+$47.6K	0.02%	681
2022 Q2	$761K	Sell	6,404 -166	-3%	-$19.7K	0.01%	727
2022 Q1	$869K	Buy	6,570 +159	+2%	+$21K	0.01%	727
2021 Q4	$1.02M	Buy	6,411 +1,070	+20%	+$171K	0.02%	678
2021 Q3	$841K	Buy	5,341 +714	+15%	+$112K	0.01%	724
2021 Q2	$684K	Sell	4,627 -638	-12%	-$94.3K	0.01%	818
2021 Q1	$669K	Buy	5,265 +2,050	+64%	+$261K	0.01%	773
2020 Q4	$381K	Hold	3,215	–	–	0.01%	834
2020 Q3	$325K	Hold	3,215	–	–	0.01%	791
2020 Q2	$284K	Hold	3,215	–	–	0.01%	773
2020 Q1	$230K	Hold	3,215	–	–	0.01%	747
2019 Q4	$274K	Hold	3,215	–	–	0.01%	788
2019 Q3	$246K	Hold	3,215	–	–	0.01%	782
2019 Q2	$240K	Buy	3,215 +33	+1%	+$2.46K	0.01%	756
2019 Q1	$255K	Hold	3,182	–	–	0.01%	683
2018 Q4	$214K	Hold	3,182	–	–	0.01%	695
2018 Q3	$224K	Hold	3,182	–	–	0.01%	691
2018 Q2	$197K	Hold	3,182	–	–	0.01%	655
2018 Q1	$212K	Sell	3,182 -83	-3%	-$5.53K	0.01%	608
2017 Q4	$218K	Sell	3,265 -57	-2%	-$3.81K	0.02%	501
2017 Q3	$213K	Sell	3,322 -190	-5%	-$12.2K	0.02%	432
2017 Q2	$208K	Buy	3,512 +190	+6%	+$11.3K	0.02%	397
2017 Q1	$175K	Hold	3,322	–	–	0.03%	341
2016 Q4	$151K	Buy	+3,322	New	+$151K	0.07%	208