Steward Partners Investment Advisory’s CXApp CXAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15 Hold
2025
Q2
$21 Hold
2025
Q1
$18 Hold
2024
Q4
$36 Sell
2024
Q3
$50 Buy
2024
Q2
$40 Hold
2024
Q1
$49 Hold
2023
Q4
$26 Hold
2023
Q3
$36 Buy
2023
Q2
$44 Hold
2023
Q1
$7 Buy