Steward Partners Investment Advisory’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15K | Hold |
96
| – | – | ﹤0.01% | 3541 |
|
|
2025
Q1 | $3.99K | Hold |
96
| – | – | ﹤0.01% | 3451 |
|
|
2024
Q4 | $4.1K | Hold |
96
| – | – | ﹤0.01% | 3436 |
|
|
2024
Q3 | $4.51K | Hold |
96
| – | – | ﹤0.01% | 3218 |
|
|
2024
Q2 | $4.92K | Sell |
96
-72
| -43% | -$3.69K | ﹤0.01% | 3049 |
|
|
2024
Q1 | $7.97K | Buy |
+168
| New | +$7.97K | ﹤0.01% | 2894 |
|
|
2022
Q4 | – | Sell |
-82
| Closed | -$3K | – | 3400 |
|
|
2022
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 2930 |
|
|
2022
Q2 | $4K | Sell |
82
-245
| -75% | -$12K | ﹤0.01% | 2822 |
|
|
2022
Q1 | $14K | Buy |
+327
| New | +$14K | ﹤0.01% | 2522 |
|
|
2018
Q2 | – | Sell |
-42
| Closed | -$1K | – | 2475 |
|
|
2018
Q1 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2129 |
|
|
2017
Q4 | – | Sell |
-62
| Closed | -$3K | – | 1893 |
|
|
2017
Q3 | $3K | Buy |
62
+22
| +55% | +$1.07K | ﹤0.01% | 1398 |
|
|
2017
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1514 |
|