Steward Partners Investment Advisory’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9K | Sell |
2,570
-4,301
| -63% | -$68.4K | ﹤0.01% | 2578 |
|
|
2025
Q1 | $120K | Buy |
6,871
+20
| +0.3% | +$348 | ﹤0.01% | 1921 |
|
|
2024
Q4 | $105K | Buy |
6,851
+17
| +0.2% | +$260 | ﹤0.01% | 1958 |
|
|
2024
Q3 | $120K | Buy |
6,834
+18
| +0.3% | +$317 | ﹤0.01% | 1789 |
|
|
2024
Q2 | $109K | Buy |
6,816
+4,339
| +175% | +$69.1K | ﹤0.01% | 1741 |
|
|
2024
Q1 | $34.5K | Buy |
2,477
+20
| +0.8% | +$278 | ﹤0.01% | 2282 |
|
|
2023
Q4 | $35.9K | Buy |
2,457
+21
| +0.9% | +$307 | ﹤0.01% | 2128 |
|
|
2023
Q3 | $33.2K | Buy |
2,436
+16
| +0.7% | +$218 | ﹤0.01% | 2088 |
|
|
2023
Q2 | $39.8K | Buy |
2,420
+15
| +0.6% | +$247 | ﹤0.01% | 1976 |
|
|
2023
Q1 | $42.9K | Sell |
2,405
-32
| -1% | -$571 | ﹤0.01% | 1924 |
|
|
2022
Q4 | $43.4K | Sell |
2,437
-37
| -1% | -$659 | ﹤0.01% | 1899 |
|
|
2022
Q3 | $43K | Buy |
2,474
+63
| +3% | +$1.1K | ﹤0.01% | 1855 |
|
|
2022
Q2 | $51K | Buy |
2,411
+4
| +0.2% | +$85 | ﹤0.01% | 1796 |
|
|
2022
Q1 | $61K | Buy |
2,407
+5
| +0.2% | +$127 | ﹤0.01% | 1819 |
|
|
2021
Q4 | $62K | Sell |
2,402
-154
| -6% | -$3.98K | ﹤0.01% | 1799 |
|
|
2021
Q3 | $63K | Sell |
2,556
-249
| -9% | -$6.14K | ﹤0.01% | 1764 |
|
|
2021
Q2 | $65K | Sell |
2,805
-4,183
| -60% | -$96.9K | ﹤0.01% | 2824 |
|
|
2021
Q1 | $154K | Buy |
6,988
+3,736
| +115% | +$82.6K | ﹤0.01% | 1409 |
|
|
2020
Q4 | $70K | Sell |
3,252
-853
| -21% | -$18.4K | ﹤0.01% | 1506 |
|
|
2020
Q3 | $83K | Sell |
4,105
-639
| -13% | -$12.9K | ﹤0.01% | 1288 |
|
|
2020
Q2 | $105K | Buy |
4,744
+185
| +4% | +$4.1K | ﹤0.01% | 1134 |
|
|
2020
Q1 | $108K | Buy |
4,559
+442
| +11% | +$10.5K | ﹤0.01% | 974 |
|
|
2019
Q4 | $120K | Sell |
4,117
-4
| -0.1% | -$117 | ﹤0.01% | 1052 |
|
|
2019
Q3 | $112K | Buy |
4,121
+930
| +29% | +$25.3K | ﹤0.01% | 1044 |
|
|
2019
Q2 | $85K | Buy |
+3,191
| New | +$85K | ﹤0.01% | 1116 |
|
|
2018
Q4 | – | Sell |
-3,147
| Closed | -$96K | – | 1139 |
|
|
2018
Q3 | $96K | Buy |
3,147
+501
| +19% | +$15.3K | ﹤0.01% | 946 |
|
|
2018
Q2 | $80K | Buy |
2,646
+17
| +0.6% | +$514 | ﹤0.01% | 923 |
|
|
2018
Q1 | $71K | Buy |
+2,629
| New | +$71K | ﹤0.01% | 874 |
|