Steward Partners Investment Advisory’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8K | Sell |
517
-904
| -64% | -$53.9K | ﹤0.01% | 2725 |
|
|
2025
Q1 | $83.9K | Buy |
1,421
+59
| +4% | +$3.49K | ﹤0.01% | 2111 |
|
|
2024
Q4 | $84.2K | Buy |
1,362
+533
| +64% | +$33K | ﹤0.01% | 2065 |
|
|
2024
Q3 | $49.7K | Sell |
829
-235
| -22% | -$14.1K | ﹤0.01% | 2241 |
|
|
2024
Q2 | $54.3K | Buy |
1,064
+8
| +0.8% | +$408 | ﹤0.01% | 2063 |
|
|
2024
Q1 | $58.1K | Hold |
1,056
| – | – | ﹤0.01% | 2029 |
|
|
2023
Q4 | $58.9K | Sell |
1,056
-400
| -27% | -$22.3K | ﹤0.01% | 1909 |
|
|
2023
Q3 | $60.5K | Buy |
1,456
+762
| +110% | +$31.7K | ﹤0.01% | 1817 |
|
|
2023
Q2 | $29.4K | Hold |
694
| – | – | ﹤0.01% | 2089 |
|
|
2023
Q1 | $30.1K | Sell |
694
-1,568
| -69% | -$68.1K | ﹤0.01% | 2080 |
|
|
2022
Q4 | $151K | Buy |
2,262
+247
| +12% | +$16.5K | ﹤0.01% | 1367 |
|
|
2022
Q3 | $143K | Buy |
2,015
+3
| +0.1% | +$213 | ﹤0.01% | 1348 |
|
|
2022
Q2 | $148K | Buy |
2,012
+789
| +65% | +$58K | ﹤0.01% | 1330 |
|
|
2022
Q1 | $111K | Sell |
1,223
-1,801
| -60% | -$163K | ﹤0.01% | 1567 |
|
|
2021
Q4 | $263K | Sell |
3,024
-182
| -6% | -$15.8K | ﹤0.01% | 1191 |
|
|
2021
Q3 | $258K | Sell |
3,206
-387
| -11% | -$31.1K | ﹤0.01% | 1161 |
|
|
2021
Q2 | $256K | Sell |
3,593
-340
| -9% | -$24.2K | ﹤0.01% | 1365 |
|
|
2021
Q1 | $282K | Buy |
3,933
+1,233
| +46% | +$88.5K | 0.01% | 1121 |
|
|
2020
Q4 | $151K | Buy |
2,700
+1,410
| +109% | +$78.9K | ﹤0.01% | 1184 |
|
|
2020
Q3 | $49K | Buy |
1,290
+163
| +14% | +$6.19K | ﹤0.01% | 1506 |
|
|
2020
Q2 | $43K | Sell |
1,127
-1,985
| -64% | -$75.7K | ﹤0.01% | 1473 |
|
|
2020
Q1 | $91K | Sell |
3,112
-1,360
| -30% | -$39.8K | ﹤0.01% | 1028 |
|
|
2019
Q4 | $320K | Sell |
4,472
-2,110
| -32% | -$151K | 0.01% | 742 |
|
|
2019
Q3 | $434K | Sell |
6,582
-410
| -6% | -$27K | 0.01% | 623 |
|
|
2019
Q2 | $507K | Sell |
6,992
-26
| -0.4% | -$1.89K | 0.02% | 555 |
|
|
2019
Q1 | $514K | Buy |
7,018
+312
| +5% | +$22.9K | 0.02% | 510 |
|
|
2018
Q4 | $460K | Buy |
6,706
+2,289
| +52% | +$157K | 0.02% | 504 |
|
|
2018
Q3 | $398K | Sell |
4,417
-2,619
| -37% | -$236K | 0.02% | 563 |
|
|
2018
Q2 | $640K | Buy |
7,036
+218
| +3% | +$19.8K | 0.04% | 409 |
|
|
2018
Q1 | $654K | Buy |
6,818
+1,458
| +27% | +$140K | 0.04% | 363 |
|
|
2017
Q4 | $465K | Buy |
+5,360
| New | +$465K | 0.04% | 374 |
|