Steward Partners Investment Advisory’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.5K | Buy |
376
+54
| +17% | +$12.6K | ﹤0.01% | 2194 |
|
|
2025
Q1 | $76.7K | Buy |
322
+32
| +11% | +$7.63K | ﹤0.01% | 2171 |
|
|
2024
Q4 | $82.7K | Buy |
290
+75
| +35% | +$21.4K | ﹤0.01% | 2076 |
|
|
2024
Q3 | $56.6K | Sell |
215
-14
| -6% | -$3.69K | ﹤0.01% | 2167 |
|
|
2024
Q2 | $55K | Hold |
229
| – | – | ﹤0.01% | 2055 |
|
|
2024
Q1 | $53.2K | Hold |
229
| – | – | ﹤0.01% | 2081 |
|
|
2023
Q4 | $44.5K | Sell |
229
-11
| -5% | -$2.14K | ﹤0.01% | 2049 |
|
|
2023
Q3 | $32.5K | Buy |
240
+11
| +5% | +$1.49K | ﹤0.01% | 2100 |
|
|
2023
Q2 | $36K | Hold |
229
| – | – | ﹤0.01% | 2021 |
|
|
2023
Q1 | $46.3K | Hold |
229
| – | – | ﹤0.01% | 1884 |
|
|
2022
Q4 | $46.4K | Sell |
229
-21
| -8% | -$4.26K | ﹤0.01% | 1865 |
|
|
2022
Q3 | $28K | Buy |
250
+19
| +8% | +$2.13K | ﹤0.01% | 2057 |
|
|
2022
Q2 | $31K | Sell |
231
-134
| -37% | -$18K | ﹤0.01% | 2012 |
|
|
2022
Q1 | $66K | Sell |
365
-5,593
| -94% | -$1.01M | ﹤0.01% | 1775 |
|
|
2021
Q4 | $1.74M | Buy |
5,958
+5,677
| +2,020% | +$1.66M | 0.03% | 528 |
|
|
2021
Q3 | $80K | Sell |
281
-5
| -2% | -$1.42K | ﹤0.01% | 1654 |
|
|
2021
Q2 | $92K | Hold |
286
| – | – | ﹤0.01% | 2386 |
|
|
2021
Q1 | $85.5K | Sell |
286
-5
| -2% | -$1.49K | ﹤0.01% | 1700 |
|
|
2020
Q4 | $76K | Hold |
291
| – | – | ﹤0.01% | 1475 |
|
|
2020
Q3 | $60K | Hold |
291
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q2 | $57K | Hold |
291
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q1 | $46K | Buy |
291
+38
| +15% | +$6.01K | ﹤0.01% | 1293 |
|
|
2019
Q4 | $57K | Sell |
253
-26
| -9% | -$5.86K | ﹤0.01% | 1339 |
|
|
2019
Q3 | $55K | Buy |
279
+35
| +14% | +$6.9K | ﹤0.01% | 1308 |
|
|
2019
Q2 | $41K | Buy |
+244
| New | +$41K | ﹤0.01% | 1407 |
|
|
2018
Q4 | – | Sell |
-230
| Closed | -$37K | – | 942 |
|
|
2018
Q3 | $37K | Buy |
230
+52
| +29% | +$8.37K | ﹤0.01% | 1310 |
|
|
2018
Q2 | $27K | Sell |
178
-71
| -29% | -$10.8K | ﹤0.01% | 1340 |
|
|
2018
Q1 | $33K | Buy |
249
+154
| +162% | +$20.4K | ﹤0.01% | 1145 |
|
|
2017
Q4 | $11K | Sell |
95
-143
| -60% | -$16.6K | ﹤0.01% | 1318 |
|
|
2017
Q3 | $22K | Hold |
238
| – | – | ﹤0.01% | 913 |
|
|
2017
Q2 | $21K | Hold |
238
| – | – | ﹤0.01% | 843 |
|
|
2017
Q1 | $23K | Buy |
238
+52
| +28% | +$5.03K | ﹤0.01% | 717 |
|
|
2016
Q4 | $15K | Buy |
+186
| New | +$15K | 0.01% | 484 |
|