Steward Partners Investment Advisory’s Clarivate CLVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,200	Closed	-$4.72K	–	4145
2025 Q1	$4.72K	Hold	1,200	–	–	﹤0.01%	3399
2024 Q4	$6.1K	Hold	1,200	–	–	﹤0.01%	3297
2024 Q3	$8.52K	Hold	1,200	–	–	﹤0.01%	3006
2024 Q2	$6.83K	Sell	1,200 -8,295	-87%	-$52.9K	﹤0.01%	2946
2024 Q1	$70.5K	Buy	9,495 +8,495	+850%	+$70.9K	﹤0.01%	1941
2023 Q4	$9.26K	Hold	1,000	–	–	﹤0.01%	2741
2023 Q3	$6.71K	Hold	1,000	–	–	﹤0.01%	2725
2023 Q2	$9.53K	Buy	1,000 +400	+67%	+$3.39K	﹤0.01%	2582
2023 Q1	$5.63K	Buy	+600	New	+$6.18K	﹤0.01%	2750
2022 Q3	–	Sell	-70	Closed	-$1K	–	3249
2022 Q2	$1K	Sell	70 -25	-26%	-$374	﹤0.01%	3094
2022 Q1	$2K	Buy	+95	New	+$1.57K	﹤0.01%	3068
2021 Q4	–	Sell	-167	Closed	-$4K	–	3197
2021 Q3	$4K	Hold	167	–	–	﹤0.01%	2849
2021 Q2	$5K	Sell	167 -34	-17%	-$935	﹤0.01%	6523
2021 Q1	$5.3K	Buy	+201	New	+$5.5K	﹤0.01%	2994