Steward Partners Investment Advisory’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
1,122
+51
| +5% | +$4.89K | ﹤0.01% | 2068 |
|
|
2025
Q1 | $110K | Sell |
1,071
-12
| -1% | -$1.23K | ﹤0.01% | 1965 |
|
|
2024
Q4 | $112K | Sell |
1,083
-345
| -24% | -$35.6K | ﹤0.01% | 1922 |
|
|
2024
Q3 | $158K | Sell |
1,428
-754
| -35% | -$83.2K | ﹤0.01% | 1646 |
|
|
2024
Q2 | $192K | Sell |
2,182
-200
| -8% | -$17.6K | ﹤0.01% | 1465 |
|
|
2024
Q1 | $181K | Buy |
2,382
+886
| +59% | +$67.5K | ﹤0.01% | 1479 |
|
|
2023
Q4 | $129K | Buy |
1,496
+432
| +41% | +$37.3K | ﹤0.01% | 1568 |
|
|
2023
Q3 | $91.6K | Hold |
1,064
| – | – | ﹤0.01% | 1617 |
|
|
2023
Q2 | $100K | Hold |
1,064
| – | – | ﹤0.01% | 1586 |
|
|
2023
Q1 | $106K | Hold |
1,064
| – | – | ﹤0.01% | 1565 |
|
|
2022
Q4 | $97.4K | Sell |
1,064
-12
| -1% | -$1.1K | ﹤0.01% | 1566 |
|
|
2022
Q3 | $104K | Sell |
1,076
-1
| -0.1% | -$97 | ﹤0.01% | 1480 |
|
|
2022
Q2 | $109K | Sell |
1,077
-24
| -2% | -$2.43K | ﹤0.01% | 1454 |
|
|
2022
Q1 | $119K | Buy |
1,101
+301
| +38% | +$32.5K | ﹤0.01% | 1534 |
|
|
2021
Q4 | $86K | Hold |
800
| – | – | ﹤0.01% | 1657 |
|
|
2021
Q3 | $70K | Hold |
800
| – | – | ﹤0.01% | 1709 |
|
|
2021
Q2 | $75K | Sell |
800
-217
| -21% | -$20.3K | ﹤0.01% | 2638 |
|
|
2021
Q1 | $97.1K | Buy |
1,017
+167
| +20% | +$15.9K | ﹤0.01% | 1646 |
|
|
2020
Q4 | $80K | Buy |
850
+50
| +6% | +$4.71K | ﹤0.01% | 1458 |
|
|
2020
Q3 | $82K | Hold |
800
| – | – | ﹤0.01% | 1292 |
|
|
2020
Q2 | $63K | Buy |
800
+50
| +7% | +$3.94K | ﹤0.01% | 1316 |
|
|
2020
Q1 | $49K | Sell |
750
-1,081
| -59% | -$70.6K | ﹤0.01% | 1266 |
|
|
2019
Q4 | $143K | Hold |
1,831
| – | – | ﹤0.01% | 988 |
|
|
2019
Q3 | $155K | Buy |
1,831
+1,612
| +736% | +$136K | 0.01% | 929 |
|
|
2019
Q2 | $18K | Buy |
+219
| New | +$18K | ﹤0.01% | 1740 |
|
|
2018
Q4 | – | Sell |
-491
| Closed | -$48K | – | 980 |
|
|
2018
Q3 | $48K | Sell |
491
-143
| -23% | -$14K | ﹤0.01% | 1206 |
|
|
2018
Q2 | $53K | Buy |
634
+336
| +113% | +$28.1K | ﹤0.01% | 1082 |
|
|
2018
Q1 | $27K | Buy |
+298
| New | +$27K | ﹤0.01% | 1221 |
|
|
2017
Q1 | – | Sell |
-3,200
| Closed | -$234K | – | 1511 |
|
|
2016
Q4 | $234K | Buy |
+3,200
| New | +$234K | 0.11% | 161 |
|