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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$1.17K Hold
2025
Q3
$1.68K Hold
2025
Q2
$1.24K Buy
2024
Q2
Sell
2024
Q1
$15.7K Hold
2023
Q4
$13.3K Hold
2023
Q3
$15K Buy