Steward Partners Investment Advisory’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-105
| Closed | -$10.5K | – | 4177 |
|
|
2025
Q1 | $10.5K | Sell |
105
-279
| -73% | -$27.9K | ﹤0.01% | 3075 |
|
|
2024
Q4 | $42K | Hold |
384
| – | – | ﹤0.01% | 2431 |
|
|
2024
Q3 | $44.1K | Sell |
384
-53
| -12% | -$6.09K | ﹤0.01% | 2294 |
|
|
2024
Q2 | $43.6K | Sell |
437
-4,852
| -92% | -$484K | ﹤0.01% | 2169 |
|
|
2024
Q1 | $584K | Buy |
5,289
+165
| +3% | +$18.2K | 0.01% | 994 |
|
|
2023
Q4 | $549K | Buy |
5,124
+5,086
| +13,384% | +$545K | 0.01% | 954 |
|
|
2023
Q3 | $3.74K | Buy |
+38
| New | +$3.74K | ﹤0.01% | 2918 |
|
|
2022
Q2 | – | Sell |
-515
| Closed | -$41K | – | 3285 |
|
|
2022
Q1 | $41K | Sell |
515
-17,030
| -97% | -$1.36M | ﹤0.01% | 2017 |
|
|
2021
Q4 | $1.55M | Buy |
+17,545
| New | +$1.55M | 0.02% | 568 |
|