Steward Partners Investment Advisory’s CrowdStrike CRWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.5M	Buy	661,016 +180,900	+38%	+$19.2M	0.33%	55
2025 Q4	$56.3M	Sell	480,116 -8,304	-2%	-$1.06M	0.31%	56
2025 Q3	$59.9M	Buy	488,420 +324,540	+198%	+$36.9M	0.34%	54
2025 Q2	$20.9M	Buy	163,880 +23,532	+17%	+$2.55M	0.16%	125
2025 Q1	$12.4M	Buy	140,348 +16,564	+13%	+$1.58M	0.11%	185
2024 Q4	$10.6M	Buy	123,784 +29,592	+31%	+$2.46M	0.09%	212
2024 Q3	$6.6M	Buy	94,192 +46,548	+98%	+$3.31M	0.06%	302
2024 Q2	$4.56M	Sell	47,644 -92	-0.2%	-$7.65K	0.05%	352
2024 Q1	$3.83M	Buy	47,736 +5,636	+13%	+$431K	0.04%	401
2023 Q4	$2.69M	Buy	42,100 +4,616	+12%	+$242K	0.04%	432
2023 Q3	$1.57M	Buy	37,484 +852	+2%	+$33.1K	0.02%	527
2023 Q2	$1.35M	Sell	36,632 -1,056	-3%	-$36.8K	0.02%	601
2023 Q1	$1.29M	Buy	37,688 +6,176	+20%	+$179K	0.02%	605
2022 Q4	$829K	Sell	31,512 -22,100	-41%	-$756K	0.01%	734
2022 Q3	$2.21M	Buy	53,612 +5,136	+11%	+$235K	0.04%	396
2022 Q2	$2.04M	Buy	48,476 +5,796	+14%	+$262K	0.04%	431
2022 Q1	$2.42M	Sell	42,680 -2,068	-5%	-$96.3K	0.04%	422
2021 Q4	$2.29M	Sell	44,748 -21,176	-32%	-$1.29M	0.03%	460
2021 Q3	$4.05M	Buy	65,924 +11,184	+20%	+$722K	0.07%	290
2021 Q2	$3.44M	Buy	54,740 +15,136	+38%	+$814K	0.06%	321
2021 Q1	$1.81M	Buy	39,604 +4,032	+11%	+$213K	0.03%	463
2020 Q4	$1.88M	Buy	35,572 +20,004	+128%	+$780K	0.04%	378
2020 Q3	$534K	Buy	15,568 +14,568	+1,457%	+$424K	0.01%	651
2020 Q2	$25K	Sell	1,000 -200	-17%	-$4.01K	﹤0.01%	1686
2020 Q1	$16K	Buy	+1,200	New	+$16.9K	﹤0.01%	1684