Steward Partners Investment Advisory’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
2,740
-1,390
| -34% | -$198K | ﹤0.01% | 1415 |
|
|
2025
Q1 | $632K | Hold |
4,130
| – | – | 0.01% | 1117 |
|
|
2024
Q4 | $618K | Sell |
4,130
-60
| -1% | -$8.97K | 0.01% | 1065 |
|
|
2024
Q3 | $687K | Sell |
4,190
-100
| -2% | -$16.4K | 0.01% | 989 |
|
|
2024
Q2 | $594K | Hold |
4,290
| – | – | 0.01% | 990 |
|
|
2024
Q1 | $592K | Hold |
4,290
| – | – | 0.01% | 986 |
|
|
2023
Q4 | $449K | Sell |
4,290
-100
| -2% | -$10.5K | 0.01% | 1041 |
|
|
2023
Q3 | $415K | Buy |
4,390
+200
| +5% | +$18.9K | 0.01% | 989 |
|
|
2023
Q2 | $421K | Buy |
4,190
+200
| +5% | +$20.1K | 0.01% | 994 |
|
|
2023
Q1 | $324K | Hold |
3,990
| – | – | 0.01% | 1083 |
|
|
2022
Q4 | $298K | Sell |
3,990
-262
| -6% | -$19.6K | 0.01% | 1080 |
|
|
2022
Q3 | $352K | Hold |
4,252
| – | – | 0.01% | 980 |
|
|
2022
Q2 | $340K | Buy |
4,252
+262
| +7% | +$21K | 0.01% | 985 |
|
|
2022
Q1 | $451K | Sell |
3,990
-1,400
| -26% | -$158K | 0.01% | 957 |
|
|
2021
Q4 | $613K | Sell |
5,390
-20
| -0.4% | -$2.28K | 0.01% | 873 |
|
|
2021
Q3 | $629K | Buy |
5,410
+20
| +0.4% | +$2.33K | 0.01% | 835 |
|
|
2021
Q2 | $649K | Sell |
5,390
-750
| -12% | -$90.3K | 0.01% | 838 |
|
|
2021
Q1 | $662K | Buy |
6,140
+750
| +14% | +$80.8K | 0.01% | 782 |
|
|
2020
Q4 | $633K | Hold |
5,390
| – | – | 0.01% | 690 |
|
|
2020
Q3 | $462K | Hold |
5,390
| – | – | 0.01% | 693 |
|
|
2020
Q2 | $427K | Hold |
5,390
| – | – | 0.01% | 678 |
|
|
2020
Q1 | $409K | Sell |
5,390
-6,700
| -55% | -$508K | 0.02% | 607 |
|
|
2019
Q4 | $907K | Hold |
12,090
| – | – | 0.03% | 476 |
|
|
2019
Q3 | $689K | Hold |
12,090
| – | – | 0.02% | 503 |
|
|
2019
Q2 | $680K | Sell |
12,090
-90
| -0.7% | -$5.06K | 0.03% | 479 |
|
|
2019
Q1 | $661K | Hold |
12,180
| – | – | 0.03% | 445 |
|
|
2018
Q4 | $626K | Sell |
12,180
-54
| -0.4% | -$2.78K | 0.03% | 432 |
|
|
2018
Q3 | $876K | Buy |
12,234
+655
| +6% | +$46.9K | 0.04% | 377 |
|
|
2018
Q2 | $804K | Buy |
11,579
+75
| +0.7% | +$5.21K | 0.05% | 336 |
|
|
2018
Q1 | $758K | Sell |
11,504
-800
| -7% | -$52.7K | 0.05% | 319 |
|
|
2017
Q4 | $888K | Buy |
12,304
+12,100
| +5,931% | +$873K | 0.07% | 251 |
|
|
2017
Q3 | $12K | Sell |
204
-45
| -18% | -$2.65K | ﹤0.01% | 1070 |
|
|
2017
Q2 | $16K | Buy |
249
+21
| +9% | +$1.35K | ﹤0.01% | 927 |
|
|
2017
Q1 | $15K | Buy |
+228
| New | +$15K | ﹤0.01% | 829 |
|