Steward Partners Investment Advisory’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $149K | Sell |
7,018
-7,234
| -51% | -$176K | ﹤0.01% | 2167 |
|
|
2025
Q4 | $363K | Buy |
14,252
+2,939
| +26% | +$65.1K | ﹤0.01% | 1609 |
|
|
2025
Q3 | $234K | Buy |
11,313
+10,368
| +1,097% | +$205K | ﹤0.01% | 1789 |
|
|
2025
Q2 | $17.6K | Buy |
945
+240
| +34% | +$3.97K | ﹤0.01% | 2975 |
|
|
2025
Q1 | $10.8K | Buy |
705
+31
| +5% | +$464 | ﹤0.01% | 3057 |
|
|
2024
Q4 | $8.96K | Buy |
674
+416
| +161% | +$5.39K | ﹤0.01% | 3139 |
|
|
2024
Q3 | $3.13K | Sell |
258
-759
| -75% | -$8.89K | ﹤0.01% | 3320 |
|
|
2024
Q2 | $10.9K | Buy |
1,017
+946
| +1,332% | +$9.84K | ﹤0.01% | 2787 |
|
|
2024
Q1 | $671 | Buy |
71
+54
| +318% | +$442 | ﹤0.01% | 3403 |
|
|
2023
Q4 | $134 | Hold |
17
| – | – | ﹤0.01% | 3430 |
|
|
2023
Q3 | $132 | Hold |
17
| – | – | ﹤0.01% | 3313 |
|
|
2023
Q2 | $134 | Hold |
17
| – | – | ﹤0.01% | 3256 |
|
|
2023
Q1 | $122 | Hold |
17
| – | – | ﹤0.01% | 3254 |
|
|
2022
Q4 | $133 | Hold |
17
| – | – | ﹤0.01% | 3282 |
|
|
2022
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 3231 |
|
|
2022
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 3245 |
|
|
2022
Q1 | $0 | Sell |
17
-173
| -91% | -$1.76K | ﹤0.01% | 3284 |
|
|
2021
Q4 | $2K | Buy |
190
+173
| +1,018% | +$1.81K | ﹤0.01% | 3003 |
|
|
2021
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 3171 |
|
|
2021
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 7109 |
|
|
2021
Q1 | $174 | Hold |
17
| – | – | ﹤0.01% | 3376 |
|
|
2020
Q4 | $0 | Sell |
17
-609
| -97% | -$4.07K | ﹤0.01% | 2873 |
|
|
2020
Q3 | $3K | Sell |
626
-98
| -14% | -$541 | ﹤0.01% | 2477 |
|
|
2020
Q2 | $4K | Buy |
724
+366
| +102% | +$1.91K | ﹤0.01% | 2308 |
|
|
2020
Q1 | $1K | Sell |
358
-5
| -1% | -$39 | ﹤0.01% | 2358 |
|
|
2019
Q4 | $3K | Sell |
363
-3
| -0.8% | -$26 | ﹤0.01% | 2338 |
|
|
2019
Q3 | $2K | Sell |
366
-8
| -2% | -$58 | ﹤0.01% | 2407 |
|
|
2019
Q2 | $2K | Buy |
+374
| New | +$2.95K | ﹤0.01% | 2409 |
|
|
2018
Q4 | – | Sell |
-374
| Closed | -$3K | – | 895 |
|
|
2018
Q3 | $3K | Buy |
+374
| New | +$3.47K | ﹤0.01% | 2261 |
|
|
2018
Q2 | – | Sell |
-403
| Closed | -$4K | – | 2452 |
|
|
2018
Q1 | $4K | Hold |
403
| – | – | ﹤0.01% | 1836 |
|
|
2017
Q4 | $4K | Buy |
403
+357
| +776% | +$3.46K | ﹤0.01% | 1553 |
|
|
2017
Q3 | $0 | Hold |
46
| – | – | ﹤0.01% | 1673 |
|
|
2017
Q2 | $0 | Sell |
46
-159
| -78% | -$1.62K | ﹤0.01% | 1621 |
|
|
2017
Q1 | $2K | Buy |
+205
| New | +$2.2K | ﹤0.01% | 1290 |
|
Other funds holding BCS
