Steward Partners Investment Advisory’s CarGurus CARG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $134K | Sell |
3,996
-823
| -17% | -$27.5K | ﹤0.01% | 1951 |
|
2025
Q1 | $140K | Buy |
4,819
+244
| +5% | +$7.11K | ﹤0.01% | 1824 |
|
2024
Q4 | $167K | Buy |
4,575
+1,301
| +40% | +$47.5K | ﹤0.01% | 1713 |
|
2024
Q3 | $98.3K | Buy |
3,274
+234
| +8% | +$7.03K | ﹤0.01% | 1881 |
|
2024
Q2 | $79.6K | Buy |
3,040
+493
| +19% | +$12.9K | ﹤0.01% | 1887 |
|
2024
Q1 | $58.8K | Buy |
+2,547
| New | +$58.8K | ﹤0.01% | 2027 |
|
2021
Q1 | – | Sell |
-500
| Closed | -$16K | – | 3423 |
|
2020
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 2132 |
|
2020
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 2091 |
|
2018
Q3 | – | Sell |
-52
| Closed | -$2K | – | 2598 |
|
2018
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 2200 |
|