Steward Partners Investment Advisory’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.5K | Buy |
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|
2025
Q1 | $76.7K | Buy |
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|
2024
Q4 | $82.7K | Buy |
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|
2024
Q3 | $56.6K | Sell |
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|
2024
Q2 | $55K | Hold |
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|
2024
Q1 | $53.2K | Hold |
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|
2023
Q4 | $44.5K | Sell |
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|
2023
Q3 | $32.5K | Buy |
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|
2023
Q2 | $36K | Hold |
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|
2023
Q1 | $46.3K | Hold |
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|
2022
Q4 | $46.4K | Sell |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $66K | Sell |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $80K | Sell |
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|
2021
Q2 | $92K | Hold |
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|
2021
Q1 | $85.5K | Sell |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $46K | Buy |
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|
2019
Q4 | $57K | Sell |
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|
2019
Q3 | $55K | Buy |
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|
2019
Q2 | $41K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $37K | Buy |
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|
2018
Q2 | $27K | Sell |
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|
2018
Q1 | $33K | Buy |
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|
2017
Q4 | $11K | Sell |
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|
2017
Q3 | $22K | Hold |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $23K | Buy |
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|
2016
Q4 | $15K | Buy |
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