Steward Partners Investment Advisory’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
3,373
+1,577
| +88% | +$78.7K | ﹤0.01% | 1841 |
|
|
2025
Q1 | $59.4K | Sell |
1,796
-2,511
| -58% | -$83.1K | ﹤0.01% | 2295 |
|
|
2024
Q4 | $165K | Buy |
4,307
+2,582
| +150% | +$99.1K | ﹤0.01% | 1718 |
|
|
2024
Q3 | $57.7K | Sell |
1,725
-3,050
| -64% | -$102K | ﹤0.01% | 2158 |
|
|
2024
Q2 | $141K | Buy |
4,775
+2,327
| +95% | +$68.6K | ﹤0.01% | 1618 |
|
|
2024
Q1 | $70K | Buy |
2,448
+1,385
| +130% | +$39.6K | ﹤0.01% | 1945 |
|
|
2023
Q4 | $24.4K | Buy |
1,063
+268
| +34% | +$6.15K | ﹤0.01% | 2312 |
|
|
2023
Q3 | $16.2K | Hold |
795
| – | – | ﹤0.01% | 2412 |
|
|
2023
Q2 | $16.6K | Hold |
795
| – | – | ﹤0.01% | 2376 |
|
|
2023
Q1 | $13.8K | Hold |
795
| – | – | ﹤0.01% | 2417 |
|
|
2022
Q4 | $12.9K | Hold |
795
| – | – | ﹤0.01% | 2454 |
|
|
2022
Q3 | $10K | Hold |
795
| – | – | ﹤0.01% | 2534 |
|
|
2022
Q2 | $9K | Sell |
795
-594
| -43% | -$6.73K | ﹤0.01% | 2546 |
|
|
2022
Q1 | $19K | Hold |
1,389
| – | – | ﹤0.01% | 2389 |
|
|
2021
Q4 | $19K | Hold |
1,389
| – | – | ﹤0.01% | 2340 |
|
|
2021
Q3 | $19K | Hold |
1,389
| – | – | ﹤0.01% | 2350 |
|
|
2021
Q2 | $19K | Buy |
1,389
+448
| +48% | +$6.13K | ﹤0.01% | 5189 |
|
|
2021
Q1 | $13K | Hold |
941
| – | – | ﹤0.01% | 2670 |
|
|
2020
Q4 | $13K | Hold |
941
| – | – | ﹤0.01% | 2206 |
|
|
2020
Q3 | $8K | Hold |
941
| – | – | ﹤0.01% | 2215 |
|
|
2020
Q2 | $7K | Sell |
941
-1,583
| -63% | -$11.8K | ﹤0.01% | 2160 |
|
|
2020
Q1 | $15K | Hold |
2,524
| – | – | ﹤0.01% | 1710 |
|
|
2019
Q4 | $24K | Sell |
2,524
-184
| -7% | -$1.75K | ﹤0.01% | 1712 |
|
|
2019
Q3 | $21K | Sell |
2,708
-824
| -23% | -$6.39K | ﹤0.01% | 1705 |
|
|
2019
Q2 | $25K | Buy |
+3,532
| New | +$25K | ﹤0.01% | 1624 |
|
|
2018
Q4 | – | Sell |
-3,117
| Closed | -$31K | – | 1242 |
|
|
2018
Q3 | $31K | Sell |
3,117
-223
| -7% | -$2.22K | ﹤0.01% | 1376 |
|
|
2018
Q2 | $36K | Buy |
3,340
+581
| +21% | +$6.26K | ﹤0.01% | 1227 |
|
|
2018
Q1 | $33K | Buy |
+2,759
| New | +$33K | ﹤0.01% | 1147 |
|