Steward Partners Investment Advisory’s CorVel CRVL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$329K	Buy	6,019 +532	+10%	+$30.6K	﹤0.01%	1758
2025 Q4	$371K	Buy	5,487 +144	+3%	+$10.4K	﹤0.01%	1593
2025 Q3	$414K	Hold	5,343	–	–	﹤0.01%	1477
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%	+$52.8K	0.01%	1045
2024 Q2	$409K	Hold	4,827	–	–	﹤0.01%	1144
2024 Q1	$423K	Sell	4,827 -480	-9%	-$38.6K	﹤0.01%	1125
2023 Q4	$437K	Buy	5,307 +111	+2%	+$7.87K	0.01%	1049
2023 Q3	$341K	Buy	5,196 +1,962	+61%	+$135K	0.01%	1073
2023 Q2	$209K	Buy	3,234 +21	+0.7%	+$1.41K	﹤0.01%	1273
2023 Q1	$204K	Buy	3,213 +1,143	+55%	+$66.8K	﹤0.01%	1275
2022 Q4	$100K	Buy	2,070 +1,269	+158%	+$63.2K	﹤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	+$45.5K	﹤0.01%	1968