Steward Partners Investment Advisory’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$259K Sell
1,601
-448
-22% -$54.3K ﹤0.01% 2083
2026
Q1
$134K Sell
2,049
-1,119
-35% -$71.6K ﹤0.01% 2211
2025
Q4
$191K Sell
3,168
-233
-7% -$14.4K ﹤0.01% 1952
2025
Q3
$197K Buy
3,401
+28
+0.8% +$1.49K ﹤0.01% 1877
2025
Q2
$168K Buy
3,373
+1,577
+88% +$61.4K ﹤0.01% 1841
2025
Q1
$59.4K Sell
1,796
-2,511
-58% -$98.4K ﹤0.01% 2295
2024
Q4
$165K Buy
4,307
+2,582
+150% +$95.6K ﹤0.01% 1718
2024
Q3
$57.7K Sell
1,725
-3,050
-64% -$93.8K ﹤0.01% 2158
2024
Q2
$141K Buy
4,775
+2,327
+95% +$69.7K ﹤0.01% 1618
2024
Q1
$70K Buy
2,448
+1,385
+130% +$36.3K ﹤0.01% 1945
2023
Q4
$24.4K Buy
1,063
+268
+34% +$5.36K ﹤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% -$7.36K ﹤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% +$6.09K ﹤0.01% 5191
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% -$11.4K ﹤0.01% 2160
2020
Q1
$15K Hold
2,524
﹤0.01% 1710
2019
Q4
$24K Sell
2,524
-184
-7% -$1.59K ﹤0.01% 1712
2019
Q3
$21K Sell
2,708
-824
-23% -$6.33K ﹤0.01% 1705
2019
Q2
$25K Buy
+3,532
New +$27.2K ﹤0.01% 1624
2018
Q4
Sell
-3,117
Closed -$31K 1242
2018
Q3
$31K Sell
3,117
-223
-7% -$2.33K ﹤0.01% 1376
2018
Q2
$36K Buy
3,340
+581
+21% +$6.52K ﹤0.01% 1227
2018
Q1
$33K Buy
+2,759
New +$37.6K ﹤0.01% 1147

Other funds holding FLEX

Steward Partners Investment Advisory's FLEX Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Flex (FLEX) stake by 22% in Q2 2026, selling an estimated $54.3K and leaving 1,601 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Steward Partners Investment Advisory first reported a position in FLEX in Q1 2018 and has held it in 32 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Steward Partners Investment Advisory held 1,601 shares of Flex worth $259K as of Q2 2026.
  • Steward Partners Investment Advisory sold 448 Flex shares in Q2 2026, an estimated $54.3K.
  • Flex made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2083 holding.
  • Steward Partners Investment Advisory first reported a position in Flex in Q1 2018 and has held it in 32 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.