Steward Partners Investment Advisory’s BlackLine BL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.51K | Hold |
168
| – | – | ﹤0.01% | 3238 |
|
|
2025
Q1 | $8.14K | Sell |
168
-210
| -56% | -$10.2K | ﹤0.01% | 3184 |
|
|
2024
Q4 | $23K | Buy |
+378
| New | +$23K | ﹤0.01% | 2718 |
|
|
2022
Q3 | – | Sell |
-68
| Closed | -$5K | – | 3233 |
|
|
2022
Q2 | $5K | Sell |
68
-249
| -79% | -$18.3K | ﹤0.01% | 2755 |
|
|
2022
Q1 | $23K | Sell |
317
-156
| -33% | -$11.3K | ﹤0.01% | 2290 |
|
|
2021
Q4 | $49K | Hold |
473
| – | – | ﹤0.01% | 1919 |
|
|
2021
Q3 | $56K | Sell |
473
-186
| -28% | -$22K | ﹤0.01% | 1827 |
|
|
2021
Q2 | $73K | Sell |
659
-24
| -4% | -$2.66K | ﹤0.01% | 2678 |
|
|
2021
Q1 | $74K | Buy |
683
+622
| +1,020% | +$67.4K | ﹤0.01% | 1782 |
|
|
2020
Q4 | $8K | Buy |
61
+28
| +85% | +$3.67K | ﹤0.01% | 2371 |
|
|
2020
Q3 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 2478 |
|