Steward Partners Investment Advisory’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-185
| Closed | -$4.43K | – | 4152 |
|
|
2025
Q1 | $4.43K | Hold |
185
| – | – | ﹤0.01% | 3412 |
|
|
2024
Q4 | $3.15K | Buy |
+185
| New | +$3.15K | ﹤0.01% | 3505 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$4K | – | 3204 |
|
|
2021
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 2851 |
|
|
2021
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 6674 |
|
|
2021
Q1 | $3.6K | Buy |
+300
| New | +$3.6K | ﹤0.01% | 3090 |
|
|
2020
Q3 | – | Sell |
-105
| Closed | -$1K | – | 2758 |
|
|
2020
Q2 | $1K | Buy |
+105
| New | +$1K | ﹤0.01% | 2554 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 2528 |
|
|
2019
Q4 | $0 | Sell |
5
-3
| -38% | – | ﹤0.01% | 2605 |
|
|
2019
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 2636 |
|
|
2019
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2618 |
|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$17K | – | 1058 |
|
|
2018
Q3 | $17K | Hold |
1,500
| – | – | ﹤0.01% | 1625 |
|
|
2018
Q2 | $16K | Buy |
+1,500
| New | +$16K | ﹤0.01% | 1543 |
|