Steward Partners Investment Advisory’s Booz Allen Hamilton BAH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $685K | Buy |
6,583
+337
| +5% | +$35.1K | 0.01% | 1153 |
|
2025
Q1 | $653K | Buy |
6,246
+1,216
| +24% | +$127K | 0.01% | 1104 |
|
2024
Q4 | $647K | Buy |
5,030
+937
| +23% | +$121K | 0.01% | 1041 |
|
2024
Q3 | $666K | Buy |
4,093
+1,548
| +61% | +$252K | 0.01% | 995 |
|
2024
Q2 | $392K | Buy |
2,545
+29
| +1% | +$4.46K | ﹤0.01% | 1172 |
|
2024
Q1 | $373K | Buy |
2,516
+301
| +14% | +$44.7K | ﹤0.01% | 1172 |
|
2023
Q4 | $283K | Buy |
2,215
+110
| +5% | +$14.1K | ﹤0.01% | 1240 |
|
2023
Q3 | $230K | Buy |
2,105
+260
| +14% | +$28.4K | ﹤0.01% | 1220 |
|
2023
Q2 | $206K | Buy |
1,845
+15
| +0.8% | +$1.67K | ﹤0.01% | 1279 |
|
2023
Q1 | $170K | Sell |
1,830
-765
| -29% | -$70.9K | ﹤0.01% | 1365 |
|
2022
Q4 | $271K | Sell |
2,595
-82
| -3% | -$8.57K | ﹤0.01% | 1119 |
|
2022
Q3 | $247K | Buy |
2,677
+192
| +8% | +$17.7K | ﹤0.01% | 1116 |
|
2022
Q2 | $225K | Buy |
2,485
+782
| +46% | +$70.8K | ﹤0.01% | 1164 |
|
2022
Q1 | $150K | Sell |
1,703
-670
| -28% | -$59K | ﹤0.01% | 1412 |
|
2021
Q4 | $201K | Sell |
2,373
-29
| -1% | -$2.46K | ﹤0.01% | 1317 |
|
2021
Q3 | $191K | Buy |
2,402
+18
| +0.8% | +$1.43K | ﹤0.01% | 1286 |
|
2021
Q2 | $203K | Sell |
2,384
-262
| -10% | -$22.3K | ﹤0.01% | 1540 |
|
2021
Q1 | $213K | Buy |
2,646
+97
| +4% | +$7.81K | ﹤0.01% | 1269 |
|
2020
Q4 | $222K | Buy |
2,549
+374
| +17% | +$32.6K | ﹤0.01% | 1025 |
|
2020
Q3 | $180K | Hold |
2,175
| – | – | ﹤0.01% | 982 |
|
2020
Q2 | $169K | Sell |
2,175
-118
| -5% | -$9.17K | ﹤0.01% | 936 |
|
2020
Q1 | $157K | Sell |
2,293
-148
| -6% | -$10.1K | 0.01% | 861 |
|
2019
Q4 | $173K | Sell |
2,441
-102
| -4% | -$7.23K | 0.01% | 924 |
|
2019
Q3 | $180K | Sell |
2,543
-137
| -5% | -$9.7K | 0.01% | 878 |
|
2019
Q2 | $177K | Sell |
2,680
-1,294
| -33% | -$85.5K | 0.01% | 861 |
|
2019
Q1 | $231K | Buy |
+3,974
| New | +$231K | 0.01% | 702 |
|
2018
Q4 | – | Sell |
-3,814
| Closed | -$189K | – | 886 |
|
2018
Q3 | $189K | Buy |
3,814
+1,756
| +85% | +$87K | 0.01% | 735 |
|
2018
Q2 | $90K | Buy |
2,058
+1,358
| +194% | +$59.4K | 0.01% | 883 |
|
2018
Q1 | $27K | Hold |
700
| – | – | ﹤0.01% | 1219 |
|
2017
Q4 | $26K | Hold |
700
| – | – | ﹤0.01% | 1027 |
|
2017
Q3 | $26K | Hold |
700
| – | – | ﹤0.01% | 866 |
|
2017
Q2 | $22K | Buy |
+700
| New | +$22K | ﹤0.01% | 831 |
|