Steward Partners Investment Advisory’s Brookfield Business Partners BBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$90.8K	Hold	3,500	–	–	﹤0.01%	2173
2025 Q1	$82.1K	Hold	3,500	–	–	﹤0.01%	2127
2024 Q4	$82K	Hold	3,500	–	–	﹤0.01%	2080
2024 Q3	$81.6K	Hold	3,500	–	–	﹤0.01%	1982
2024 Q2	$66K	Hold	3,500	–	–	﹤0.01%	1970
2024 Q1	$77.3K	Hold	3,500	–	–	﹤0.01%	1884
2023 Q4	$72K	Hold	3,500	–	–	﹤0.01%	1826
2023 Q3	$53.2K	Hold	3,500	–	–	﹤0.01%	1879
2023 Q2	$60.3K	Hold	3,500	–	–	﹤0.01%	1802
2023 Q1	$65.2K	Hold	3,500	–	–	﹤0.01%	1756
2022 Q4	$59.4K	Hold	3,500	–	–	﹤0.01%	1765
2022 Q3	$68K	Hold	3,500	–	–	﹤0.01%	1645
2022 Q2	$74K	Hold	3,500	–	–	﹤0.01%	1617
2022 Q1	$108K	Sell	3,500 -1,953	-36%	-$60.3K	﹤0.01%	1574
2021 Q4	$161K	Buy	5,453 +467	+9%	+$13.8K	﹤0.01%	1398
2021 Q3	$146K	Buy	4,986 +2,961	+146%	+$86.7K	﹤0.01%	1403
2021 Q2	$60K	Hold	2,025	–	–	﹤0.01%	2948
2021 Q1	$52.5K	Hold	2,025	–	–	﹤0.01%	1956
2020 Q4	$49K	Buy	2,025 +1,869	+1,198%	+$45.2K	﹤0.01%	1676
2020 Q3	$3K	Hold	156	–	–	﹤0.01%	2476
2020 Q2	$3K	Hold	156	–	–	﹤0.01%	2370
2020 Q1	$2K	Hold	156	–	–	﹤0.01%	2263
2019 Q4	$4K	Hold	156	–	–	﹤0.01%	2281
2019 Q3	$3K	Hold	156	–	–	﹤0.01%	2340
2019 Q2	$3K	Buy	+156	New	+$3K	﹤0.01%	2333
2018 Q4	–	Sell	-908	Closed	-$27K	–	891
2018 Q3	$27K	Hold	908	–	–	﹤0.01%	1422
2018 Q2	$22K	Hold	908	–	–	﹤0.01%	1425
2018 Q1	$21K	Buy	+908	New	+$21K	﹤0.01%	1306