Steward Partners Investment Advisory’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71K | Hold |
151
| – | – | ﹤0.01% | 3577 |
|
|
2025
Q1 | $3.03K | Hold |
151
| – | – | ﹤0.01% | 3543 |
|
|
2024
Q4 | $4.87K | Hold |
151
| – | – | ﹤0.01% | 3373 |
|
|
2024
Q3 | $5.35K | Hold |
151
| – | – | ﹤0.01% | 3166 |
|
|
2024
Q2 | $2.88K | Hold |
151
| – | – | ﹤0.01% | 3205 |
|
|
2024
Q1 | $4.7K | Sell |
151
-122
| -45% | -$3.8K | ﹤0.01% | 3069 |
|
|
2023
Q4 | $17.2K | Sell |
273
-954
| -78% | -$60K | ﹤0.01% | 2472 |
|
|
2023
Q3 | $84.3K | Buy |
1,227
+478
| +64% | +$32.9K | ﹤0.01% | 1654 |
|
|
2023
Q2 | $79.5K | Buy |
749
+74
| +11% | +$7.85K | ﹤0.01% | 1689 |
|
|
2023
Q1 | $72.7K | Sell |
675
-29
| -4% | -$3.12K | ﹤0.01% | 1712 |
|
|
2022
Q4 | $73.9K | Sell |
704
-576
| -45% | -$60.4K | ﹤0.01% | 1673 |
|
|
2022
Q3 | $116K | Buy |
1,280
+469
| +58% | +$42.5K | ﹤0.01% | 1436 |
|
|
2022
Q2 | $75K | Buy |
811
+200
| +33% | +$18.5K | ﹤0.01% | 1612 |
|
|
2022
Q1 | $60K | Sell |
611
-1,868
| -75% | -$183K | ﹤0.01% | 1831 |
|
|
2021
Q4 | $300K | Buy |
2,479
+2,457
| +11,168% | +$297K | ﹤0.01% | 1137 |
|
|
2021
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 2981 |
|