Steward Partners Investment Advisory’s Cerus CERS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12K | Hold |
5,760
| – | – | ﹤0.01% | 3304 |
|
|
2025
Q1 | $8.01K | Hold |
5,760
| – | – | ﹤0.01% | 3190 |
|
|
2024
Q4 | $8.87K | Hold |
5,760
| – | – | ﹤0.01% | 3145 |
|
|
2024
Q3 | $10K | Hold |
5,760
| – | – | ﹤0.01% | 2945 |
|
|
2024
Q2 | $10.1K | Sell |
5,760
-300
| -5% | -$528 | ﹤0.01% | 2816 |
|
|
2024
Q1 | $11.5K | Hold |
6,060
| – | – | ﹤0.01% | 2758 |
|
|
2023
Q4 | $13.1K | Hold |
6,060
| – | – | ﹤0.01% | 2593 |
|
|
2023
Q3 | $9.82K | Hold |
6,060
| – | – | ﹤0.01% | 2608 |
|
|
2023
Q2 | $14.9K | Hold |
6,060
| – | – | ﹤0.01% | 2427 |
|
|
2023
Q1 | $18K | Hold |
6,060
| – | – | ﹤0.01% | 2288 |
|
|
2022
Q4 | $22.1K | Sell |
6,060
-1,000
| -14% | -$3.65K | ﹤0.01% | 2197 |
|
|
2022
Q3 | $25K | Hold |
7,060
| – | – | ﹤0.01% | 2102 |
|
|
2022
Q2 | $37K | Hold |
7,060
| – | – | ﹤0.01% | 1943 |
|
|
2022
Q1 | $39K | Hold |
7,060
| – | – | ﹤0.01% | 2043 |
|
|
2021
Q4 | $48K | Sell |
7,060
-300
| -4% | -$2.04K | ﹤0.01% | 1930 |
|
|
2021
Q3 | $45K | Hold |
7,360
| – | – | ﹤0.01% | 1959 |
|
|
2021
Q2 | $43K | Hold |
7,360
| – | – | ﹤0.01% | 3645 |
|
|
2021
Q1 | $44.2K | Sell |
7,360
-300
| -4% | -$1.8K | ﹤0.01% | 2052 |
|
|
2020
Q4 | $53K | Hold |
7,660
| – | – | ﹤0.01% | 1643 |
|
|
2020
Q3 | $48K | Sell |
7,660
-350
| -4% | -$2.19K | ﹤0.01% | 1511 |
|
|
2020
Q2 | $53K | Buy |
8,010
+1,650
| +26% | +$10.9K | ﹤0.01% | 1387 |
|
|
2020
Q1 | $29K | Buy |
6,360
+5,760
| +960% | +$26.3K | ﹤0.01% | 1463 |
|
|
2019
Q4 | $2K | Hold |
600
| – | – | ﹤0.01% | 2411 |
|
|
2019
Q3 | $3K | Hold |
600
| – | – | ﹤0.01% | 2342 |
|
|
2019
Q2 | $3K | Buy |
+600
| New | +$3K | ﹤0.01% | 2336 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$4K | – | 969 |
|
|
2018
Q3 | $4K | Hold |
600
| – | – | ﹤0.01% | 2175 |
|
|
2018
Q2 | $4K | Hold |
600
| – | – | ﹤0.01% | 2050 |
|
|
2018
Q1 | $3K | Hold |
600
| – | – | ﹤0.01% | 1903 |
|
|
2017
Q4 | $2K | Hold |
600
| – | – | ﹤0.01% | 1687 |
|
|
2017
Q3 | $1K | Hold |
600
| – | – | ﹤0.01% | 1577 |
|
|
2017
Q2 | $1K | Buy |
+600
| New | +$1K | ﹤0.01% | 1500 |
|