Steward Partners Investment Advisory’s Eaton ETN Stock Holding History

Steward Partners Investment Advisory’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$54.7M	Buy	153,294 +5,786	+4%	+$2.07M	0.43%	42
2025 Q1	$40.1M	Buy	147,508 +4,956	+3%	+$1.35M	0.35%	54
2024 Q4	$47.3M	Buy	142,552 +9,179	+7%	+$3.05M	0.42%	44
2024 Q3	$44.2M	Sell	133,373 -4,512	-3%	-$1.5M	0.41%	47
2024 Q2	$43.2M	Buy	137,885 +1,598	+1%	+$501K	0.46%	41
2024 Q1	$42.6M	Buy	136,287 +33,955	+33%	+$10.6M	0.47%	42
2023 Q4	$24.6M	Buy	102,332 +516	+0.5%	+$124K	0.33%	63
2023 Q3	$21.7M	Sell	101,816 -2,291	-2%	-$489K	0.33%	63
2023 Q2	$20.9M	Sell	104,107 -643	-0.6%	-$129K	0.31%	68
2023 Q1	$17.9M	Sell	104,750 -11,280	-10%	-$1.93M	0.29%	80
2022 Q4	$18.2M	Sell	116,030 -2,518	-2%	-$395K	0.31%	75
2022 Q3	$15.8M	Buy	118,548 +7,637	+7%	+$1.02M	0.3%	73
2022 Q2	$14M	Buy	110,911 +1,007	+0.9%	+$127K	0.26%	93
2022 Q1	$16.7M	Buy	109,904 +1,852	+2%	+$281K	0.26%	85
2021 Q4	$18.7M	Buy	108,052 +990	+0.9%	+$171K	0.28%	75
2021 Q3	$16M	Buy	107,062 +1,100	+1%	+$164K	0.27%	82
2021 Q2	$15.7M	Sell	105,962 -14,269	-12%	-$2.11M	0.27%	81
2021 Q1	$16.6M	Buy	120,231 +14,686	+14%	+$2.03M	0.29%	77
2020 Q4	$12.7M	Buy	105,545 +803	+0.8%	+$96.5K	0.27%	92
2020 Q3	$10.7M	Sell	104,742 -8,695	-8%	-$887K	0.27%	92
2020 Q2	$9.92M	Buy	113,437 +4,813	+4%	+$421K	0.28%	89
2020 Q1	$8.44M	Buy	108,624 +13,160	+14%	+$1.02M	0.31%	82
2019 Q4	$9.04M	Sell	95,464 -7,763	-8%	-$735K	0.27%	93
2019 Q3	$8.58M	Buy	103,227 +3,626	+4%	+$301K	0.29%	85
2019 Q2	$8.29M	Buy	99,601 +2,320	+2%	+$193K	0.3%	80
2019 Q1	$7.84M	Buy	97,281 +4,593	+5%	+$370K	0.33%	73
2018 Q4	$6.36M	Buy	92,688 +6,828	+8%	+$469K	0.31%	84
2018 Q3	$7.45M	Buy	85,860 +12,384	+17%	+$1.07M	0.36%	68
2018 Q2	$5.49M	Buy	73,476 +9,698	+15%	+$725K	0.33%	72
2018 Q1	$5.1M	Buy	+63,778	New	+$5.1M	0.35%	67