Steward Partners Investment Advisory’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $526K | Sell |
14,826
-4,075
| -22% | -$193K | ﹤0.01% | 1496 |
|
|
2025
Q4 | $865K | Buy |
18,901
+2,932
| +18% | +$148K | ﹤0.01% | 1140 |
|
|
2025
Q3 | $918K | Sell |
15,969
-624
| -4% | -$32.6K | 0.01% | 1088 |
|
|
2025
Q2 | $770K | Sell |
16,593
-84
| -0.5% | -$3.24K | 0.01% | 1102 |
|
|
2025
Q1 | $594K | Sell |
16,677
-1,531
| -8% | -$41.7K | 0.01% | 1148 |
|
|
2024
Q4 | $480K | Sell |
18,208
-8,594
| -32% | -$255K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $841K | Sell |
26,802
-5,687
| -18% | -$239K | 0.01% | 922 |
|
|
2024
Q2 | $1.85M | Sell |
32,489
-158
| -0.5% | -$11.9K | 0.02% | 608 |
|
|
2024
Q1 | $2.71M | Buy |
32,647
+5,382
| +20% | +$369K | 0.03% | 488 |
|
|
2023
Q4 | $1.49M | Buy |
27,265
+400
| +1% | +$21.3K | 0.02% | 595 |
|
|
2023
Q3 | $1.54M | Sell |
26,865
-2,370
| -8% | -$133K | 0.02% | 536 |
|
|
2023
Q2 | $1.45M | Buy |
29,235
+1,530
| +6% | +$60.8K | 0.02% | 572 |
|
|
2023
Q1 | $858K | Buy |
27,705
+9,315
| +51% | +$294K | 0.01% | 745 |
|
|
2022
Q4 | $638K | Hold |
18,390
| – | – | 0.01% | 809 |
|
|
2022
Q3 | $556K | Sell |
18,390
-4,800
| -21% | -$150K | 0.01% | 818 |
|
|
2022
Q2 | $504K | Sell |
23,190
-1,125
| -5% | -$21.7K | 0.01% | 847 |
|
|
2022
Q1 | $447K | Sell |
24,315
-30
| -0.1% | -$539 | 0.01% | 964 |
|
|
2021
Q4 | $605K | Sell |
24,345
-5,400
| -18% | -$149K | 0.01% | 878 |
|
|
2021
Q3 | $893K | Sell |
29,745
-315
| -1% | -$8.09K | 0.02% | 698 |
|
|
2021
Q2 | $762K | Sell |
30,060
-12,540
| -29% | -$255K | 0.01% | 780 |
|
|
2021
Q1 | $682K | Buy |
42,600
+9,000
| +27% | +$169K | 0.01% | 769 |
|
|
2020
Q4 | $563K | Sell |
33,600
-11,400
| -25% | -$114K | 0.01% | 725 |
|
|
2020
Q3 | $341K | Buy |
45,000
+1,200
| +3% | +$7.24K | 0.01% | 774 |
|
|
2020
Q2 | $172K | Buy |
43,800
+1,200
| +3% | +$2.83K | ﹤0.01% | 931 |
|
|
2020
Q1 | $59K | Buy |
+42,600
| New | +$75.2K | ﹤0.01% | 1203 |
|
Other funds holding CELH
VPM
VCM
