Steward Partners Investment Advisory’s Americold COLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
14,668
+1,900
+15% +$31.6K ﹤0.01% 1659
2025
Q1
$274K Buy
12,768
+12,018
+1,602% +$258K ﹤0.01% 1492
2024
Q4
$16.1K Sell
750
-57
-7% -$1.22K ﹤0.01% 2897
2024
Q3
$22.8K Hold
807
﹤0.01% 2605
2024
Q2
$20.6K Sell
807
-664
-45% -$17K ﹤0.01% 2527
2024
Q1
$36.7K Buy
1,471
+917
+166% +$22.9K ﹤0.01% 2251
2023
Q4
$16.8K Buy
554
+442
+395% +$13.4K ﹤0.01% 2480
2023
Q3
$3.41K Hold
112
﹤0.01% 2943
2023
Q2
$3.62K Hold
112
﹤0.01% 2893
2023
Q1
$3.19K Sell
112
-180
-62% -$5.12K ﹤0.01% 2922
2022
Q4
$8.27K Sell
292
-135
-32% -$3.82K ﹤0.01% 2599
2022
Q3
$11K Sell
427
-109
-20% -$2.81K ﹤0.01% 2476
2022
Q2
$16K Hold
536
﹤0.01% 2314
2022
Q1
$15K Buy
536
+51
+11% +$1.43K ﹤0.01% 2485
2021
Q4
$16K Sell
485
-399
-45% -$13.2K ﹤0.01% 2407
2021
Q3
$26K Sell
884
-1,415
-62% -$41.6K ﹤0.01% 2198
2021
Q2
$87K Buy
2,299
+460
+25% +$17.4K ﹤0.01% 2446
2021
Q1
$70.7K Buy
1,839
+965
+110% +$37.1K ﹤0.01% 1806
2020
Q4
$33K Buy
874
+274
+46% +$10.3K ﹤0.01% 1857
2020
Q3
$21K Sell
600
-36
-6% -$1.26K ﹤0.01% 1873
2020
Q2
$23K Sell
636
-50
-7% -$1.81K ﹤0.01% 1717
2020
Q1
$23K Buy
686
+346
+102% +$11.6K ﹤0.01% 1550
2019
Q4
$11K Buy
+340
New +$11K ﹤0.01% 1973