Steward Partners Investment Advisory’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83K | Hold |
923
| – | – | ﹤0.01% | 3318 |
|
|
2025
Q1 | $7.16K | Sell |
923
-49
| -5% | -$380 | ﹤0.01% | 3251 |
|
|
2024
Q4 | $7.83K | Sell |
972
-348
| -26% | -$2.81K | ﹤0.01% | 3198 |
|
|
2024
Q3 | $10K | Buy |
1,320
+507
| +62% | +$3.84K | ﹤0.01% | 2946 |
|
|
2024
Q2 | $5.02K | Sell |
813
-1,460
| -64% | -$9.01K | ﹤0.01% | 3039 |
|
|
2024
Q1 | $12.5K | Hold |
2,273
| – | – | ﹤0.01% | 2722 |
|
|
2023
Q4 | $14.3K | Sell |
2,273
-4,877
| -68% | -$30.7K | ﹤0.01% | 2553 |
|
|
2023
Q3 | $34.7K | Buy |
7,150
+3,030
| +74% | +$14.7K | ﹤0.01% | 2072 |
|
|
2023
Q2 | $22.5K | Sell |
4,120
-400
| -9% | -$2.18K | ﹤0.01% | 2235 |
|
|
2023
Q1 | $26.4K | Hold |
4,520
| – | – | ﹤0.01% | 2132 |
|
|
2022
Q4 | $26.4K | Sell |
4,520
-1,114
| -20% | -$6.51K | ﹤0.01% | 2108 |
|
|
2022
Q3 | $32K | Buy |
5,634
+978
| +21% | +$5.56K | ﹤0.01% | 1998 |
|
|
2022
Q2 | $34K | Sell |
4,656
-759
| -14% | -$5.54K | ﹤0.01% | 1980 |
|
|
2022
Q1 | $49K | Buy |
5,415
+895
| +20% | +$8.1K | ﹤0.01% | 1924 |
|
|
2021
Q4 | $49K | Buy |
4,520
+348
| +8% | +$3.77K | ﹤0.01% | 1921 |
|
|
2021
Q3 | $47K | Sell |
4,172
-3,800
| -48% | -$42.8K | ﹤0.01% | 1928 |
|
|
2021
Q2 | $100K | Sell |
7,972
-6,851
| -46% | -$85.9K | ﹤0.01% | 2287 |
|
|
2021
Q1 | $196K | Buy |
14,823
+10,741
| +263% | +$142K | ﹤0.01% | 1316 |
|
|
2020
Q4 | $49K | Buy |
4,082
+1,357
| +50% | +$16.3K | ﹤0.01% | 1678 |
|
|
2020
Q3 | $30K | Buy |
2,725
+19
| +0.7% | +$209 | ﹤0.01% | 1723 |
|
|
2020
Q2 | $25K | Buy |
2,706
+181
| +7% | +$1.67K | ﹤0.01% | 1690 |
|
|
2020
Q1 | $20K | Sell |
2,525
-500
| -17% | -$3.96K | ﹤0.01% | 1609 |
|
|
2019
Q4 | $26K | Buy |
3,025
+500
| +20% | +$4.3K | ﹤0.01% | 1685 |
|
|
2019
Q3 | $20K | Hold |
2,525
| – | – | ﹤0.01% | 1720 |
|
|
2019
Q2 | $23K | Buy |
+2,525
| New | +$23K | ﹤0.01% | 1656 |
|
|
2018
Q4 | – | Sell |
-2,925
| Closed | -$26K | – | 1161 |
|
|
2018
Q3 | $26K | Sell |
2,925
-53
| -2% | -$471 | ﹤0.01% | 1442 |
|
|
2018
Q2 | $23K | Buy |
2,978
+2,893
| +3,404% | +$22.3K | ﹤0.01% | 1408 |
|
|
2018
Q1 | $0 | Hold |
85
| – | – | ﹤0.01% | 2245 |
|
|
2017
Q4 | $0 | Hold |
85
| – | – | ﹤0.01% | 1891 |
|
|
2017
Q3 | $0 | Sell |
85
-323
| -79% | – | ﹤0.01% | 1696 |
|
|
2017
Q2 | $2K | Buy |
408
+118
| +41% | +$578 | ﹤0.01% | 1403 |
|
|
2017
Q1 | $1K | Hold |
290
| – | – | ﹤0.01% | 1398 |
|
|
2016
Q4 | $1K | Buy |
+290
| New | +$1K | ﹤0.01% | 805 |
|