Steward Partners Investment Advisory’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.8K | Hold |
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|
2025
Q1 | $82.1K | Hold |
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|
2024
Q4 | $82K | Hold |
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|
2024
Q3 | $81.5K | Hold |
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|
2024
Q2 | $66K | Hold |
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|
2024
Q1 | $77.3K | Hold |
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|
2023
Q4 | $72K | Hold |
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|
2023
Q3 | $53.2K | Hold |
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|
2023
Q2 | $60.3K | Hold |
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|
2023
Q1 | $65.2K | Hold |
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|
2022
Q4 | $59.4K | Hold |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $108K | Sell |
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|
2021
Q4 | $161K | Buy |
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|
2021
Q3 | $146K | Buy |
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|
2021
Q2 | $60K | Hold |
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|
2021
Q1 | $52.5K | Hold |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $27K | Hold |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $21K | Buy |
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