Steward Partners Investment Advisory’s CoreCard CCRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261 Hold
9
﹤0.01% 4014
2025
Q1
$168 Hold
9
﹤0.01% 3929
2024
Q4
$204 Hold
9
﹤0.01% 3901
2024
Q3
$131 Buy
+9
New +$131 ﹤0.01% 3665