Steward Partners Investment Advisory’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300K | Buy |
1,037
+106
| +11% | +$29.4K | ﹤0.01% | 1805 |
|
|
2025
Q4 | $238K | Buy |
931
+20
| +2% | +$5.38K | ﹤0.01% | 1846 |
|
|
2025
Q3 | $294K | Buy |
911
+585
| +179% | +$183K | ﹤0.01% | 1664 |
|
|
2025
Q2 | $95.9K | Hold |
326
| – | – | ﹤0.01% | 2136 |
|
|
2025
Q1 | $86.8K | Sell |
326
-440
| -57% | -$123K | ﹤0.01% | 2098 |
|
|
2024
Q4 | $193K | Buy |
766
+453
| +145% | +$108K | ﹤0.01% | 1638 |
|
|
2024
Q3 | $68.9K | Hold |
313
| – | – | ﹤0.01% | 2069 |
|
|
2024
Q2 | $53.9K | Buy |
313
+25
| +9% | +$4.37K | ﹤0.01% | 2067 |
|
|
2024
Q1 | $54.6K | Buy |
288
+25
| +10% | +$4.61K | ﹤0.01% | 2070 |
|
|
2023
Q4 | $47.1K | Sell |
263
-63
| -19% | -$10.3K | ﹤0.01% | 2024 |
|
|
2023
Q3 | $52.5K | Buy |
326
+81
| +33% | +$12.7K | ﹤0.01% | 1887 |
|
|
2023
Q2 | $35.8K | Hold |
245
| – | – | ﹤0.01% | 2023 |
|
|
2023
Q1 | $35.7K | Sell |
245
-58
| -19% | -$8.37K | ﹤0.01% | 2004 |
|
|
2022
Q4 | $43.5K | Buy |
303
+58
| +24% | +$8.49K | ﹤0.01% | 1897 |
|
|
2022
Q3 | $35K | Hold |
245
| – | – | ﹤0.01% | 1956 |
|
|
2022
Q2 | $37K | Sell |
245
-25
| -9% | -$4.35K | ﹤0.01% | 1945 |
|
|
2022
Q1 | $56K | Hold |
270
| – | – | ﹤0.01% | 1858 |
|
|
2021
Q4 | $66K | Hold |
270
| – | – | ﹤0.01% | 1770 |
|
|
2021
Q3 | $54K | Hold |
270
| – | – | ﹤0.01% | 1849 |
|
|
2021
Q2 | $50K | Sell |
270
-344
| -56% | -$66.2K | ﹤0.01% | 3428 |
|
|
2021
Q1 | $128K | Buy |
614
+251
| +69% | +$49.4K | ﹤0.01% | 1504 |
|
|
2020
Q4 | $64K | Sell |
363
-144
| -28% | -$21.9K | ﹤0.01% | 1547 |
|
|
2020
Q3 | $62K | Buy |
507
+300
| +145% | +$40.3K | ﹤0.01% | 1398 |
|
|
2020
Q2 | $29K | Sell |
207
-48
| -19% | -$6.46K | ﹤0.01% | 1626 |
|
|
2020
Q1 | $27K | Hold |
255
| – | – | ﹤0.01% | 1491 |
|
|
2019
Q4 | $35K | Hold |
255
| – | – | ﹤0.01% | 1549 |
|
|
2019
Q3 | $35K | Hold |
255
| – | – | ﹤0.01% | 1506 |
|
|
2019
Q2 | $37K | Buy |
+255
| New | +$38.2K | ﹤0.01% | 1446 |
|
|
2018
Q4 | – | Sell |
-281
| Closed | -$56K | – | 1230 |
|
|
2018
Q3 | $56K | Hold |
281
| – | – | ﹤0.01% | 1159 |
|
|
2018
Q2 | $48K | Hold |
281
| – | – | ﹤0.01% | 1113 |
|
|
2018
Q1 | $40K | Buy |
281
+14
| +5% | +$2.01K | ﹤0.01% | 1078 |
|
|
2017
Q4 | $35K | Buy |
267
+201
| +305% | +$25K | ﹤0.01% | 947 |
|
|
2017
Q3 | $7K | Buy |
66
+32
| +94% | +$3.86K | ﹤0.01% | 1201 |
|
|
2017
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 1268 |
|
|
2017
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 1171 |
|
|
2016
Q4 | $4K | Buy |
+34
| New | +$4.61K | ﹤0.01% | 684 |
|
Other funds holding FFIV
VCM
VPM
JCAM
