Steward Partners Investment Advisory’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4K | Hold |
187
| – | – | ﹤0.01% | 3244 |
|
|
2025
Q1 | $11.1K | Hold |
187
| – | – | ﹤0.01% | 3045 |
|
|
2024
Q4 | $13.4K | Buy |
187
+150
| +405% | +$10.7K | ﹤0.01% | 2974 |
|
|
2024
Q3 | $3.22K | Hold |
37
| – | – | ﹤0.01% | 3306 |
|
|
2024
Q2 | $3.5K | Hold |
37
| – | – | ﹤0.01% | 3150 |
|
|
2024
Q1 | $3.6K | Hold |
37
| – | – | ﹤0.01% | 3140 |
|
|
2023
Q4 | $3.12K | Hold |
37
| – | – | ﹤0.01% | 3117 |
|
|
2023
Q3 | $3.02K | Hold |
37
| – | – | ﹤0.01% | 2985 |
|
|
2023
Q2 | $3.22K | Hold |
37
| – | – | ﹤0.01% | 2930 |
|
|
2023
Q1 | $3.8K | Hold |
37
| – | – | ﹤0.01% | 2866 |
|
|
2022
Q4 | $3.98K | Hold |
37
| – | – | ﹤0.01% | 2845 |
|
|
2022
Q3 | $4K | Sell |
37
-18
| -33% | -$1.95K | ﹤0.01% | 2818 |
|
|
2022
Q2 | $6K | Buy |
55
+18
| +49% | +$1.96K | ﹤0.01% | 2670 |
|
|
2022
Q1 | $4K | Hold |
37
| – | – | ﹤0.01% | 2931 |
|
|
2021
Q4 | $4K | Hold |
37
| – | – | ﹤0.01% | 2866 |
|
|
2021
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 2905 |
|
|
2021
Q2 | $3K | Sell |
37
-300
| -89% | -$24.3K | ﹤0.01% | 6759 |
|
|
2021
Q1 | $29.9K | Buy |
337
+300
| +811% | +$26.6K | ﹤0.01% | 2266 |
|
|
2020
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 2610 |
|
|
2020
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 2472 |
|
|
2020
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 2366 |
|
|
2020
Q1 | $1K | Sell |
37
-48
| -56% | -$1.3K | ﹤0.01% | 2356 |
|
|
2019
Q4 | $6K | Sell |
85
-76
| -47% | -$5.37K | ﹤0.01% | 2170 |
|
|
2019
Q3 | $12K | Hold |
161
| – | – | ﹤0.01% | 1898 |
|
|
2019
Q2 | $12K | Buy |
+161
| New | +$12K | ﹤0.01% | 1891 |
|
|
2018
Q4 | – | Sell |
-124
| Closed | -$10K | – | 856 |
|
|
2018
Q3 | $10K | Buy |
+124
| New | +$10K | ﹤0.01% | 1860 |
|