Steward Partners Investment Advisory’s American Tower AMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.78M	Sell	30,668 -914	-3%	-$202K	0.05%	351
2025 Q1	$6.87M	Buy	31,582 +23	+0.1%	+$5.01K	0.06%	321
2024 Q4	$5.79M	Buy	31,559 +4,345	+16%	+$797K	0.05%	339
2024 Q3	$6.33M	Buy	27,214 +610	+2%	+$142K	0.06%	312
2024 Q2	$5.17M	Buy	26,604 +2,336	+10%	+$454K	0.05%	329
2024 Q1	$4.8M	Sell	24,268 -5,776	-19%	-$1.14M	0.05%	342
2023 Q4	$6.49M	Sell	30,044 -352	-1%	-$76K	0.09%	230
2023 Q3	$5M	Sell	30,396 -4,210	-12%	-$692K	0.08%	257
2023 Q2	$6.71M	Buy	34,606 +1,154	+3%	+$224K	0.1%	212
2023 Q1	$6.84M	Buy	33,452 +1,333	+4%	+$272K	0.11%	201
2022 Q4	$6.8M	Sell	32,119 -3,403	-10%	-$721K	0.12%	196
2022 Q3	$7.63M	Buy	35,522 +2,581	+8%	+$554K	0.14%	167
2022 Q2	$8.42M	Buy	32,941 +1,628	+5%	+$416K	0.15%	154
2022 Q1	$7.87M	Buy	31,313 +964	+3%	+$242K	0.12%	189
2021 Q4	$8.88M	Buy	30,349 +4,072	+15%	+$1.19M	0.13%	172
2021 Q3	$6.97M	Buy	26,277 +1,070	+4%	+$284K	0.12%	193
2021 Q2	$6.81M	Sell	25,207 -8,904	-26%	-$2.41M	0.12%	190
2021 Q1	$8.15M	Buy	34,111 +4,833	+17%	+$1.16M	0.14%	160
2020 Q4	$6.57M	Sell	29,278 -12,174	-29%	-$2.73M	0.14%	155
2020 Q3	$10M	Buy	41,452 +14,473	+54%	+$3.5M	0.25%	104
2020 Q2	$6.98M	Buy	26,979 +5,045	+23%	+$1.3M	0.2%	128
2020 Q1	$4.78M	Sell	21,934 -1,181	-5%	-$257K	0.17%	144
2019 Q4	$5.31M	Buy	23,115 +620	+3%	+$142K	0.16%	145
2019 Q3	$4.97M	Buy	22,495 +1,261	+6%	+$279K	0.17%	144
2019 Q2	$4.34M	Buy	21,234 +358	+2%	+$73.2K	0.16%	140
2019 Q1	$4.11M	Sell	20,876 -805	-4%	-$159K	0.17%	126
2018 Q4	$3.43M	Sell	21,681 -8,753	-29%	-$1.38M	0.17%	143
2018 Q3	$4.42M	Sell	30,434 -972	-3%	-$141K	0.21%	116
2018 Q2	$4.53M	Sell	31,406 -27	-0.1%	-$3.89K	0.27%	89
2018 Q1	$4.57M	Buy	+31,433	New	+$4.57M	0.31%	78