Steward Partners Investment Advisory’s Five Point Holdings FPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Sell |
3,332
-2,327
| -41% | -$12.8K | ﹤0.01% | 2957 |
|
|
2025
Q1 | $30.2K | Buy |
5,659
+1,859
| +49% | +$9.93K | ﹤0.01% | 2625 |
|
|
2024
Q4 | $14.4K | Buy |
+3,800
| New | +$14.4K | ﹤0.01% | 2943 |
|
|
2021
Q4 | – | Sell |
-65
| Closed | -$1K | – | 3220 |
|
|
2021
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 3066 |
|
|
2021
Q2 | $1K | Hold |
65
| – | – | ﹤0.01% | 6954 |
|
|
2021
Q1 | $491 | Hold |
65
| – | – | ﹤0.01% | 3351 |
|
|
2020
Q4 | $0 | Hold |
65
| – | – | ﹤0.01% | 2921 |
|
|
2020
Q3 | $0 | Buy |
+65
| New | – | ﹤0.01% | 2774 |
|