Steward Partners Investment Advisory’s Health Catalyst HCAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$601 Buy
2021
Q4
Sell
2021
Q3
$10K Hold
2021
Q2
$11K Sell
2021
Q1
$10.8K Hold
2020
Q4
$10K Buy
2020
Q3
$7K Buy