Steward Partners Investment Advisory’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Buy |
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|
2025
Q1 | $6.13K | Hold |
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|
2024
Q4 | $5.98K | Sell |
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|
2024
Q3 | $142K | Hold |
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|
2024
Q2 | $138K | Sell |
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|
2024
Q1 | $130K | Buy |
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|
2023
Q4 | $118K | Hold |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $107K | Sell |
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|
2022
Q3 | $108K | Hold |
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|
2022
Q2 | $98K | Sell |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $168K | Hold |
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|
2021
Q2 | $194K | Sell |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $132K | Buy |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $48K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Buy |
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