Steward Partners Investment Advisory’s CVR Energy CVI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.24K	Buy	+46	New	+$1.24K	﹤0.01%	3826
2024 Q2	–	Sell	-440	Closed	-$15.7K	–	3632
2024 Q1	$15.7K	Hold	440	–	–	﹤0.01%	2628
2023 Q4	$13.3K	Hold	440	–	–	﹤0.01%	2575
2023 Q3	$15K	Buy	+440	New	+$15K	﹤0.01%	2437