Steward Partners Investment Advisory’s CoreCard CCRD Stock Holding History

Steward Partners Investment Advisory’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9	Closed	-$242	–	4337
2025 Q3	$242	Hold	9	–	–	﹤0.01%	4167
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	+$120	﹤0.01%	3665

Steward Partners Investment Advisory's CCRD Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of CoreCard (CCRD) in Q4 2025, closing a stake of 9 shares — an estimated $242 sold.

Steward Partners Investment Advisory first reported a position in CCRD in Q3 2024 and held it in 5 quarters. The position peaked at $261 in Q2 2025. 0 funds tracked by Wall St. Rank hold CCRD as of Q4 2025.

Steward Partners Investment Advisory reported no remaining CoreCard position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 9 CoreCard shares in Q4 2025, an estimated $242.
Steward Partners Investment Advisory first reported a position in CoreCard in Q3 2024 and held it in 5 quarters.
Steward Partners Investment Advisory's CoreCard position peaked at $261 in Q2 2025.
0 funds tracked by Wall St. Rank held CoreCard as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.