Steward Partners Investment Advisory’s Canadian Solar CSIQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7	Closed	-$166	–	4459
2025 Q4	$166	Buy	+7	New	+$153	﹤0.01%	4204
2024 Q2	–	Sell	-300	Closed	-$5.93K	–	3630
2024 Q1	$5.93K	Sell	300 -700	-70%	-$15.1K	﹤0.01%	2990
2023 Q4	$26.2K	Sell	1,000 -1,750	-64%	-$38.6K	﹤0.01%	2274
2023 Q3	$67.7K	Hold	2,750	–	–	﹤0.01%	1766
2023 Q2	$106K	Buy	2,750 +2,050	+293%	+$79.5K	﹤0.01%	1558
2023 Q1	$27.9K	Hold	700	–	–	﹤0.01%	2107
2022 Q4	$21.6K	Hold	700	–	–	﹤0.01%	2206
2022 Q3	$26K	Hold	700	–	–	﹤0.01%	2085
2022 Q2	$22K	Hold	700	–	–	﹤0.01%	2178
2022 Q1	$25K	Hold	700	–	–	﹤0.01%	2255
2021 Q4	$22K	Hold	700	–	–	﹤0.01%	2277
2021 Q3	$24K	Sell	700 -400	-36%	-$15.2K	﹤0.01%	2242
2021 Q2	$49K	Sell	1,100 -2,889	-72%	-$118K	﹤0.01%	3488
2021 Q1	$198K	Buy	3,989 +2,889	+263%	+$150K	﹤0.01%	1307
2020 Q4	$56K	Buy	+1,100	New	+$45.1K	﹤0.01%	1613