Steward Partners Investment Advisory’s Xiao-I AIXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,750
Closed -$7.51K 4121
2025
Q1
$7.51K Sell
1,750
-40,550
-96% -$174K ﹤0.01% 3223
2024
Q4
$244K Buy
42,300
+37,200
+729% +$215K ﹤0.01% 1502
2024
Q3
$28.1K Buy
+5,100
New +$28.1K ﹤0.01% 2501