Steward Partners Investment Advisory’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1K | Hold |
277
| – | – | ﹤0.01% | 3626 |
|
|
2025
Q1 | $3.11K | Hold |
277
| – | – | ﹤0.01% | 3530 |
|
|
2024
Q4 | $3.11K | Hold |
277
| – | – | ﹤0.01% | 3512 |
|
|
2024
Q3 | $3.12K | Sell |
277
-168
| -38% | -$1.89K | ﹤0.01% | 3324 |
|
|
2024
Q2 | $4.88K | Hold |
445
| – | – | ﹤0.01% | 3056 |
|
|
2024
Q1 | $4.78K | Sell |
445
-625
| -58% | -$6.72K | ﹤0.01% | 3059 |
|
|
2023
Q4 | $11.5K | Hold |
1,070
| – | – | ﹤0.01% | 2646 |
|
|
2023
Q3 | $11.4K | Buy |
1,070
+376
| +54% | +$4.01K | ﹤0.01% | 2545 |
|
|
2023
Q2 | $7.47K | Sell |
694
-194
| -22% | -$2.09K | ﹤0.01% | 2662 |
|
|
2023
Q1 | $9.84K | Hold |
888
| – | – | ﹤0.01% | 2550 |
|
|
2022
Q4 | $9.69K | Hold |
888
| – | – | ﹤0.01% | 2551 |
|
|
2022
Q3 | $10K | Hold |
888
| – | – | ﹤0.01% | 2527 |
|
|
2022
Q2 | $11K | Hold |
888
| – | – | ﹤0.01% | 2479 |
|
|
2022
Q1 | $12K | Buy |
+888
| New | +$12K | ﹤0.01% | 2580 |
|