Steward Partners Investment Advisory’s Dakota Gold DC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.9K	Sell	3,500 -500	-13%	-$1.85K	﹤0.01%	3099
2025 Q1	$10.6K	Hold	4,000	–	–	﹤0.01%	3070
2024 Q4	$8.8K	Buy	+4,000	New	+$8.8K	﹤0.01%	3152