Steward Partners Investment Advisory’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5K | Sell |
255
-18
| -7% | -$3.92K | ﹤0.01% | 2424 |
|
|
2025
Q1 | $43.7K | Sell |
273
-81
| -23% | -$13K | ﹤0.01% | 2451 |
|
|
2024
Q4 | $61.4K | Buy |
354
+124
| +54% | +$21.5K | ﹤0.01% | 2230 |
|
|
2024
Q3 | $45.7K | Buy |
230
+46
| +25% | +$9.13K | ﹤0.01% | 2272 |
|
|
2024
Q2 | $35.6K | Sell |
184
-86
| -32% | -$16.7K | ﹤0.01% | 2269 |
|
|
2024
Q1 | $59K | Buy |
270
+112
| +71% | +$24.5K | ﹤0.01% | 2025 |
|
|
2023
Q4 | $30.5K | Hold |
158
| – | – | ﹤0.01% | 2189 |
|
|
2023
Q3 | $26K | Sell |
158
-18
| -10% | -$2.96K | ﹤0.01% | 2184 |
|
|
2023
Q2 | $27.7K | Hold |
176
| – | – | ﹤0.01% | 2134 |
|
|
2023
Q1 | $23.5K | Hold |
176
| – | – | ﹤0.01% | 2178 |
|
|
2022
Q4 | $22.3K | Hold |
176
| – | – | ﹤0.01% | 2191 |
|
|
2022
Q3 | $18K | Buy |
176
+20
| +13% | +$2.05K | ﹤0.01% | 2266 |
|
|
2022
Q2 | $17K | Hold |
156
| – | – | ﹤0.01% | 2295 |
|
|
2022
Q1 | $21K | Hold |
156
| – | – | ﹤0.01% | 2332 |
|
|
2021
Q4 | $28K | Hold |
156
| – | – | ﹤0.01% | 2175 |
|
|
2021
Q3 | $22K | Hold |
156
| – | – | ﹤0.01% | 2279 |
|
|
2021
Q2 | $22K | Sell |
156
-32
| -17% | -$4.51K | ﹤0.01% | 4962 |
|
|
2021
Q1 | $22.5K | Buy |
+188
| New | +$22.5K | ﹤0.01% | 2415 |
|