Steward Partners Investment Advisory’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $549K | Hold |
5,343
| – | – | ﹤0.01% | 1253 |
|
2025
Q1 | $598K | Hold |
5,343
| – | – | 0.01% | 1145 |
|
2024
Q4 | $594K | Sell |
5,343
-12
| -0.2% | -$1.34K | 0.01% | 1085 |
|
2024
Q3 | $583K | Buy |
5,355
+528
| +11% | +$57.5K | 0.01% | 1045 |
|
2024
Q2 | $409K | Hold |
4,827
| – | – | ﹤0.01% | 1144 |
|
2024
Q1 | $423K | Sell |
4,827
-480
| -9% | -$42.1K | ﹤0.01% | 1125 |
|
2023
Q4 | $437K | Buy |
5,307
+111
| +2% | +$9.15K | 0.01% | 1049 |
|
2023
Q3 | $341K | Buy |
5,196
+1,962
| +61% | +$129K | 0.01% | 1073 |
|
2023
Q2 | $209K | Buy |
3,234
+21
| +0.7% | +$1.36K | ﹤0.01% | 1273 |
|
2023
Q1 | $204K | Buy |
3,213
+1,143
| +55% | +$72.5K | ﹤0.01% | 1275 |
|
2022
Q4 | $100K | Buy |
2,070
+1,269
| +158% | +$61.5K | ﹤0.01% | 1550 |
|
2022
Q3 | $37K | Hold |
801
| – | – | ﹤0.01% | 1927 |
|
2022
Q2 | $39K | Hold |
801
| – | – | ﹤0.01% | 1923 |
|
2022
Q1 | $45K | Buy |
+801
| New | +$45K | ﹤0.01% | 1968 |
|