Steward Partners Investment Advisory’s Forward Air FWRD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.41K	Hold	144	–	–	﹤0.01%	3999
2025 Q4	$3.6K	Hold	144	–	–	﹤0.01%	3797
2025 Q3	$3.69K	Sell	144 -7	-5%	-$201	﹤0.01%	3748
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	$5.34K	Hold	151	–	–	﹤0.01%	3166
2024 Q2	$2.88K	Hold	151	–	–	﹤0.01%	3205
2024 Q1	$4.7K	Sell	151 -122	-45%	-$5.1K	﹤0.01%	3069
2023 Q4	$17.2K	Sell	273 -954	-78%	-$64.2K	﹤0.01%	2472
2023 Q3	$84.3K	Buy	1,227 +478	+64%	+$42.1K	﹤0.01%	1654
2023 Q2	$79.5K	Buy	749 +74	+11%	+$7.58K	﹤0.01%	1689
2023 Q1	$72.7K	Sell	675 -29	-4%	-$3.04K	﹤0.01%	1712
2022 Q4	$73.9K	Sell	704 -576	-45%	-$60.4K	﹤0.01%	1673
2022 Q3	$116K	Buy	1,280 +469	+58%	+$46K	﹤0.01%	1436
2022 Q2	$75K	Buy	811 +200	+33%	+$18.5K	﹤0.01%	1612
2022 Q1	$60K	Sell	611 -1,868	-75%	-$197K	﹤0.01%	1831
2021 Q4	$300K	Buy	2,479 +2,457	+11,168%	+$251K	﹤0.01%	1137
2021 Q3	$2K	Buy	+22	New	+$1.92K	﹤0.01%	2981