Steward Partners Investment Advisory’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-595
| Closed | -$9.41K | – | 4154 |
|
|
2025
Q1 | $9.41K | Hold |
595
| – | – | ﹤0.01% | 3126 |
|
|
2024
Q4 | $13.4K | Hold |
595
| – | – | ﹤0.01% | 2970 |
|
|
2024
Q3 | $11.6K | Hold |
595
| – | – | ﹤0.01% | 2892 |
|
|
2024
Q2 | $13.4K | Hold |
595
| – | – | ﹤0.01% | 2695 |
|
|
2024
Q1 | $12.3K | Hold |
595
| – | – | ﹤0.01% | 2731 |
|
|
2023
Q4 | $12.8K | Hold |
595
| – | – | ﹤0.01% | 2606 |
|
|
2023
Q3 | $11.2K | Hold |
595
| – | – | ﹤0.01% | 2551 |
|
|
2023
Q2 | $10.4K | Hold |
595
| – | – | ﹤0.01% | 2559 |
|
|
2023
Q1 | $9.52K | Hold |
595
| – | – | ﹤0.01% | 2559 |
|
|
2022
Q4 | $10.1K | Hold |
595
| – | – | ﹤0.01% | 2538 |
|
|
2022
Q3 | $10K | Buy |
+595
| New | +$10K | ﹤0.01% | 2526 |
|
|
2021
Q4 | – | Sell |
-188
| Closed | -$7K | – | 3206 |
|
|
2021
Q3 | $7K | Hold |
188
| – | – | ﹤0.01% | 2708 |
|
|
2021
Q2 | $9K | Hold |
188
| – | – | ﹤0.01% | 6246 |
|
|
2021
Q1 | $7.89K | Hold |
188
| – | – | ﹤0.01% | 2875 |
|
|
2020
Q4 | $5K | Sell |
188
-93
| -33% | -$2.47K | ﹤0.01% | 2507 |
|
|
2020
Q3 | $7K | Hold |
281
| – | – | ﹤0.01% | 2248 |
|
|
2020
Q2 | $7K | Hold |
281
| – | – | ﹤0.01% | 2155 |
|
|
2020
Q1 | $7K | Hold |
281
| – | – | ﹤0.01% | 1958 |
|
|
2019
Q4 | $14K | Hold |
281
| – | – | ﹤0.01% | 1888 |
|
|
2019
Q3 | $13K | Hold |
281
| – | – | ﹤0.01% | 1877 |
|
|
2019
Q2 | $11K | Buy |
+281
| New | +$11K | ﹤0.01% | 1930 |
|
|
2018
Q4 | – | Sell |
-322
| Closed | -$18K | – | 1086 |
|
|
2018
Q3 | $18K | Buy |
322
+41
| +15% | +$2.29K | ﹤0.01% | 1600 |
|
|
2018
Q2 | $19K | Hold |
281
| – | – | ﹤0.01% | 1484 |
|
|
2018
Q1 | $20K | Hold |
281
| – | – | ﹤0.01% | 1330 |
|
|
2017
Q4 | $21K | Buy |
+281
| New | +$21K | ﹤0.01% | 1094 |
|