Steward Partners Investment Advisory’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
33,428
-7,389
| -18% | -$67.2K | ﹤0.01% | 1549 |
|
|
2025
Q1 | $365K | Buy |
40,817
+8,518
| +26% | +$76.2K | ﹤0.01% | 1356 |
|
|
2024
Q4 | $402K | Buy |
32,299
+31,894
| +7,875% | +$397K | ﹤0.01% | 1264 |
|
|
2024
Q3 | $4.66K | Sell |
405
-693
| -63% | -$7.98K | ﹤0.01% | 3211 |
|
|
2024
Q2 | $10.2K | Buy |
+1,098
| New | +$10.2K | ﹤0.01% | 2815 |
|
|
2023
Q2 | – | Sell |
-700
| Closed | -$8.22K | – | 3334 |
|
|
2023
Q1 | $8.22K | Hold |
700
| – | – | ﹤0.01% | 2611 |
|
|
2022
Q4 | $8.58K | Hold |
700
| – | – | ﹤0.01% | 2587 |
|
|
2022
Q3 | $9K | Buy |
+700
| New | +$9K | ﹤0.01% | 2568 |
|