Steward Partners Investment Advisory’s Deutsche Bank DB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.6K	Sell	489 -85	-15%	-$2.99K	﹤0.01%	3380
2025 Q4	$22.1K	Buy	574 +84	+17%	+$3.03K	﹤0.01%	3100
2025 Q3	$17.4K	Buy	+490	New	+$16.7K	﹤0.01%	3156
2025 Q2	–	Sell	-185	Closed	-$4.43K	–	4152
2025 Q1	$4.43K	Hold	185	–	–	﹤0.01%	3412
2024 Q4	$3.15K	Buy	+185	New	+$3.18K	﹤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%	6676
2021 Q1	$3.6K	Buy	+300	New	+$3.5K	﹤0.01%	3090
2020 Q3	–	Sell	-105	Closed	-$1K	–	2758
2020 Q2	$1K	Buy	+105	New	+$814	﹤0.01%	2554
2020 Q1	–	Sell	-5	Closed	–	–	2528
2019 Q4	$0	Sell	5 -3	-38%	-$23	﹤0.01%	2605
2019 Q3	$0	Hold	8	–	–	﹤0.01%	2636
2019 Q2	$0	Buy	+8	New	+$62	﹤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	+$19.1K	﹤0.01%	1543