Steward Partners Investment Advisory’s Coupang CPNG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.4K	Sell	2,667 -1,575	-37%	-$30.8K	﹤0.01%	2775
2025 Q4	$100K	Sell	4,242 -1,290	-23%	-$36.7K	﹤0.01%	2295
2025 Q3	$178K	Buy	5,532 +985	+22%	+$29.8K	﹤0.01%	1929
2025 Q2	$136K	Buy	4,547 +2,022	+80%	+$51.8K	﹤0.01%	1940
2025 Q1	$55.4K	Buy	2,525 +13	+0.5%	+$302	﹤0.01%	2332
2024 Q4	$55.2K	Buy	2,512 +210	+9%	+$5.15K	﹤0.01%	2285
2024 Q3	$56.5K	Buy	+2,302	New	+$51.2K	﹤0.01%	2171
2024 Q1	–	Sell	-40	Closed	-$648	–	3591
2023 Q4	$648	Hold	40	–	–	﹤0.01%	3338
2023 Q3	$680	Hold	40	–	–	﹤0.01%	3228
2023 Q2	$696	Sell	40 -500	-93%	-$8.15K	﹤0.01%	3170
2023 Q1	$8.64K	Hold	540	–	–	﹤0.01%	2594
2022 Q4	$7.94K	Hold	540	–	–	﹤0.01%	2609
2022 Q3	$9K	Hold	540	–	–	﹤0.01%	2567
2022 Q2	$7K	Sell	540 -1,700	-76%	-$23.2K	﹤0.01%	2626
2022 Q1	$40K	Buy	2,240 +1,590	+245%	+$34K	﹤0.01%	2031
2021 Q4	$19K	Buy	650 +68	+12%	+$1.92K	﹤0.01%	2337
2021 Q3	$16K	Sell	582 -837	-59%	-$28.9K	﹤0.01%	2410
2021 Q2	$59K	Buy	1,419 +819	+137%	+$33.5K	﹤0.01%	2977
2021 Q1	$29.6K	Buy	+600	New	+$27.7K	﹤0.01%	2273