Steward Partners Investment Advisory’s Holley HLLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$3.58K | – | 3792 |
|
|
2024
Q2 | $3.58K | Hold |
1,000
| – | – | ﹤0.01% | 3141 |
|
|
2024
Q1 | $4.46K | Sell |
1,000
-2,000
| -67% | -$8.92K | ﹤0.01% | 3080 |
|
|
2023
Q4 | $14.6K | Hold |
3,000
| – | – | ﹤0.01% | 2542 |
|
|
2023
Q3 | $15K | Hold |
3,000
| – | – | ﹤0.01% | 2438 |
|
|
2023
Q2 | $12.3K | Buy |
3,000
+2,500
| +500% | +$10.2K | ﹤0.01% | 2504 |
|
|
2023
Q1 | $1.37K | Buy |
+500
| New | +$1.37K | ﹤0.01% | 3086 |
|