Steward Partners Investment Advisory’s BigBear.ai BBAI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.3K	Buy	18,257 +3,013	+20%	+$14K	﹤0.01%	2637
2025 Q4	$82.3K	Buy	15,244 +7,318	+92%	+$47.8K	﹤0.01%	2401
2025 Q3	$51.7K	Sell	7,926 -2,418	-23%	-$15.5K	﹤0.01%	2592
2025 Q2	$70.2K	Buy	10,344 +1,885	+22%	+$6.81K	﹤0.01%	2295
2025 Q1	$24.2K	Sell	8,459 -6,365	-43%	-$30.3K	﹤0.01%	2720
2024 Q4	$66K	Sell	14,824 -100	-0.7%	-$226	﹤0.01%	2195
2024 Q3	$21.8K	Sell	14,924 -49,900	-77%	-$73.7K	﹤0.01%	2629
2024 Q2	$97.9K	Hold	64,824	–	–	﹤0.01%	1790
2024 Q1	$133K	Buy	64,824 +15,000	+30%	+$33.2K	﹤0.01%	1616
2023 Q4	$107K	Buy	49,824 +10,000	+25%	+$16.2K	﹤0.01%	1669
2023 Q3	$60.1K	Buy	39,824 +30,563	+330%	+$53.1K	﹤0.01%	1821
2023 Q2	$21.8K	Buy	9,261 +4,261	+85%	+$10.8K	﹤0.01%	2252
2023 Q1	$12.2K	Buy	+5,000	New	+$13.3K	﹤0.01%	2466