Steward Partners Investment Advisory’s Avangrid, Inc. AGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-592
| Closed | -$21.2K | – | 4129 |
|
|
2024
Q3 | $21.2K | Hold |
592
| – | – | ﹤0.01% | 2643 |
|
|
2024
Q2 | $21K | Buy |
592
+8
| +1% | +$289 | ﹤0.01% | 2515 |
|
|
2024
Q1 | $21.3K | Hold |
584
| – | – | ﹤0.01% | 2504 |
|
|
2023
Q4 | $18.9K | Hold |
584
| – | – | ﹤0.01% | 2435 |
|
|
2023
Q3 | $17.6K | Sell |
584
-87
| -13% | -$3.07K | ﹤0.01% | 2371 |
|
|
2023
Q2 | $25.3K | Buy |
671
+145
| +28% | +$5.69K | ﹤0.01% | 2176 |
|
|
2023
Q1 | $21K | Buy |
526
+5
| +1% | +$204 | ﹤0.01% | 2232 |
|
|
2022
Q4 | $22.4K | Hold |
521
| – | – | ﹤0.01% | 2189 |
|
|
2022
Q3 | $22K | Hold |
521
| – | – | ﹤0.01% | 2197 |
|
|
2022
Q2 | $24K | Hold |
521
| – | – | ﹤0.01% | 2148 |
|
|
2022
Q1 | $24K | Hold |
521
| – | – | ﹤0.01% | 2286 |
|
|
2021
Q4 | $26K | Hold |
521
| – | – | ﹤0.01% | 2219 |
|
|
2021
Q3 | $25K | Hold |
521
| – | – | ﹤0.01% | 2233 |
|
|
2021
Q2 | $27K | Sell |
521
-27
| -5% | -$1.41K | ﹤0.01% | 4455 |
|
|
2021
Q1 | $27.3K | Buy |
548
+27
| +5% | +$1.27K | ﹤0.01% | 2321 |
|
|
2020
Q4 | $24K | Hold |
521
| – | – | ﹤0.01% | 1991 |
|
|
2020
Q3 | $26K | Sell |
521
-585
| -53% | -$28.1K | ﹤0.01% | 1796 |
|
|
2020
Q2 | $46K | Buy |
1,106
+6
| +0.5% | +$258 | ﹤0.01% | 1450 |
|
|
2020
Q1 | $48K | Buy |
1,100
+5
| +0.5% | +$252 | ﹤0.01% | 1280 |
|
|
2019
Q4 | $56K | Buy |
1,095
+5
| +0.5% | +$249 | ﹤0.01% | 1353 |
|
|
2019
Q3 | $56K | Buy |
1,090
+5
| +0.5% | +$251 | ﹤0.01% | 1306 |
|
|
2019
Q2 | $54K | Buy |
+1,085
| New | +$55.1K | ﹤0.01% | 1311 |
|
|
2018
Q4 | – | Sell |
-1,370
| Closed | -$66K | – | 2251 |
|
|
2018
Q3 | $66K | Buy |
+1,370
| New | +$69.1K | ﹤0.01% | 1091 |
|
|
2018
Q1 | – | Sell |
-208
| Closed | -$10K | – | 2357 |
|
|
2017
Q4 | $10K | Hold |
208
| – | – | ﹤0.01% | 1356 |
|
|
2017
Q3 | $9K | Hold |
208
| – | – | ﹤0.01% | 1152 |
|
|
2017
Q2 | $9K | Hold |
208
| – | – | ﹤0.01% | 1087 |
|
|
2017
Q1 | $8K | Hold |
208
| – | – | ﹤0.01% | 1012 |
|
|
2016
Q4 | $7K | Buy |
+208
| New | +$7.94K | ﹤0.01% | 625 |
|
Other funds holding AGR
Steward Partners Investment Advisory's AGR Position: Q4 2024 in Review
Steward Partners Investment Advisory sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 592 shares — an estimated $21.2K sold.
Steward Partners Investment Advisory first reported a position in AGR in Q4 2016 and held it in 28 quarters. The position peaked at $66K in Q3 2018. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.
- Steward Partners Investment Advisory reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
- Steward Partners Investment Advisory sold 592 Avangrid, Inc. shares in Q4 2024, an estimated $21.2K.
- Steward Partners Investment Advisory first reported a position in Avangrid, Inc. in Q4 2016 and held it in 28 quarters.
- Steward Partners Investment Advisory's Avangrid, Inc. position peaked at $66K in Q3 2018.
- 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.
Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.