Steward Partners Investment Advisory’s CXApp CXAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21 | Hold |
20
| – | – | ﹤0.01% | 4088 |
|
|
2025
Q1 | $18 | Hold |
20
| – | – | ﹤0.01% | 3993 |
|
|
2024
Q4 | $36 | Sell |
20
-10
| -33% | -$18 | ﹤0.01% | 3940 |
|
|
2024
Q3 | $50 | Buy |
30
+10
| +50% | +$17 | ﹤0.01% | 3692 |
|
|
2024
Q2 | $40 | Hold |
20
| – | – | ﹤0.01% | 3579 |
|
|
2024
Q1 | $49 | Hold |
20
| – | – | ﹤0.01% | 3525 |
|
|
2023
Q4 | $26 | Hold |
20
| – | – | ﹤0.01% | 3475 |
|
|
2023
Q3 | $36 | Buy |
20
+16
| +400% | +$29 | ﹤0.01% | 3345 |
|
|
2023
Q2 | $44 | Hold |
4
| – | – | ﹤0.01% | 3287 |
|
|
2023
Q1 | $7 | Buy |
+4
| New | +$7 | ﹤0.01% | 3299 |
|