Steward Partners Investment Advisory’s Dun & Bradstreet DNB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$304K Sell
2025
Q1
$365K Buy
2024
Q4
$402K Buy
2024
Q3
$4.66K Sell
2024
Q2
$10.2K Buy
2023
Q2
Sell
2023
Q1
$8.22K Hold
2022
Q4
$8.58K Hold
2022
Q3
$9K Buy