Steward Partners Investment Advisory’s COPT Defense Properties CDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.18K	Sell
2025 Q2	$3.17K	Hold
2025 Q1	$3.14K	Hold
2024 Q4	$3.56K	Sell
2024 Q3	$4.22K	Buy
2024 Q2	$2.53K	Buy
2021 Q2	–	Sell
2021 Q1	$3.58K	Buy
2018 Q4	–	Sell
2018 Q3	$1K	Buy