Steward Partners Investment Advisory’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3K | Buy |
1,103
+34
| +3% | +$348 | ﹤0.01% | 3157 |
|
|
2025
Q1 | $9.8K | Buy |
1,069
+2
| +0.2% | +$18 | ﹤0.01% | 3107 |
|
|
2024
Q4 | $9.66K | Buy |
1,067
+3
| +0.3% | +$27 | ﹤0.01% | 3116 |
|
|
2024
Q3 | $9.77K | Buy |
1,064
+2
| +0.2% | +$18 | ﹤0.01% | 2955 |
|
|
2024
Q2 | $8.82K | Buy |
1,062
+2
| +0.2% | +$17 | ﹤0.01% | 2861 |
|
|
2024
Q1 | $8.23K | Buy |
1,060
+2
| +0.2% | +$16 | ﹤0.01% | 2882 |
|
|
2023
Q4 | $7.64K | Sell |
1,058
-999
| -49% | -$7.22K | ﹤0.01% | 2810 |
|
|
2023
Q3 | $10.9K | Buy |
2,057
+2
| +0.1% | +$11 | ﹤0.01% | 2568 |
|
|
2023
Q2 | $9.1K | Buy |
2,055
+3
| +0.1% | +$13 | ﹤0.01% | 2601 |
|
|
2023
Q1 | $10.7K | Buy |
2,052
+2
| +0.1% | +$10 | ﹤0.01% | 2514 |
|
|
2022
Q4 | $7.73K | Buy |
2,050
+2
| +0.1% | +$8 | ﹤0.01% | 2616 |
|
|
2022
Q3 | $6K | Buy |
2,048
+3
| +0.1% | +$9 | ﹤0.01% | 2680 |
|
|
2022
Q2 | $7K | Sell |
2,045
-2,247
| -52% | -$7.69K | ﹤0.01% | 2618 |
|
|
2022
Q1 | $19K | Buy |
4,292
+2
| +0% | +$9 | ﹤0.01% | 2385 |
|
|
2021
Q4 | $20K | Buy |
4,290
+552
| +15% | +$2.57K | ﹤0.01% | 2312 |
|
|
2021
Q3 | $19K | Buy |
3,738
+2
| +0.1% | +$10 | ﹤0.01% | 2343 |
|
|
2021
Q2 | $21K | Sell |
3,736
-13,998
| -79% | -$78.7K | ﹤0.01% | 5015 |
|
|
2021
Q1 | $85.7K | Buy |
17,734
+12,845
| +263% | +$62K | ﹤0.01% | 1698 |
|
|
2020
Q4 | $20K | Sell |
4,889
-3,231
| -40% | -$13.2K | ﹤0.01% | 2055 |
|
|
2020
Q3 | $19K | Sell |
8,120
-13,028
| -62% | -$30.5K | ﹤0.01% | 1908 |
|
|
2020
Q2 | $58K | Sell |
21,148
-331,197
| -94% | -$908K | ﹤0.01% | 1351 |
|
|
2020
Q1 | $887K | Buy |
352,345
+57,661
| +20% | +$145K | 0.03% | 413 |
|
|
2019
Q4 | $1.75M | Buy |
294,684
+179,288
| +155% | +$1.06M | 0.05% | 325 |
|
|
2019
Q3 | $634K | Buy |
115,396
+18,514
| +19% | +$102K | 0.02% | 522 |
|
|
2019
Q2 | $506K | Buy |
96,882
+55,119
| +132% | +$288K | 0.02% | 556 |
|
|
2019
Q1 | $221K | Sell |
41,763
-34,624
| -45% | -$183K | 0.01% | 718 |
|
|
2018
Q4 | $394K | Buy |
76,387
+10,575
| +16% | +$54.5K | 0.02% | 543 |
|
|
2018
Q3 | $500K | Buy |
65,812
+57,115
| +657% | +$434K | 0.02% | 506 |
|
|
2018
Q2 | $63K | Buy |
8,697
+5,540
| +175% | +$40.1K | ﹤0.01% | 1006 |
|
|
2018
Q1 | $27K | Sell |
3,157
-2,198
| -41% | -$18.8K | ﹤0.01% | 1220 |
|
|
2017
Q4 | $52K | Sell |
5,355
-3,474
| -39% | -$33.7K | ﹤0.01% | 810 |
|
|
2017
Q3 | $82K | Sell |
8,829
-300,434
| -97% | -$2.79M | 0.01% | 582 |
|
|
2017
Q2 | $2.51M | Buy |
+309,263
| New | +$2.51M | 0.28% | 93 |
|