Steward Partners Investment Advisory’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $141 | Sell |
8
-690
| -99% | -$12.1K | ﹤0.01% | 4333 |
|
|
2025
Q4 | $11.8K | Sell |
698
-4,142
| -86% | -$73.7K | ﹤0.01% | 3375 |
|
|
2025
Q3 | $87.3K | Buy |
4,840
+128
| +3% | +$2.17K | ﹤0.01% | 2306 |
|
|
2025
Q2 | $74.7K | Sell |
4,712
-24,944
| -84% | -$379K | ﹤0.01% | 2271 |
|
|
2025
Q1 | $501K | Buy |
29,656
+1,146
| +4% | +$19K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $483K | Buy |
28,510
+27,700
| +3,420% | +$487K | ﹤0.01% | 1184 |
|
|
2024
Q3 | $14.7K | Buy |
810
+1
| +0.1% | +$18 | ﹤0.01% | 2791 |
|
|
2024
Q2 | $13.3K | Sell |
809
-802
| -50% | -$12.3K | ﹤0.01% | 2697 |
|
|
2024
Q1 | $22.8K | Sell |
1,611
-887
| -36% | -$13.4K | ﹤0.01% | 2469 |
|
|
2023
Q4 | $43K | Hold |
2,498
| – | – | ﹤0.01% | 2060 |
|
|
2023
Q3 | $38.1K | Buy |
2,498
+7
| +0.3% | +$124 | ﹤0.01% | 2034 |
|
|
2023
Q2 | $47K | Hold |
2,491
| – | – | ﹤0.01% | 1911 |
|
|
2023
Q1 | $48.1K | Hold |
2,491
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q4 | $48K | Buy |
2,491
+4
| +0.2% | +$79 | ﹤0.01% | 1852 |
|
|
2022
Q3 | $52K | Buy |
2,487
+1,685
| +210% | +$42.8K | ﹤0.01% | 1764 |
|
|
2022
Q2 | $22K | Hold |
802
| – | – | ﹤0.01% | 2183 |
|
|
2022
Q1 | $25K | Hold |
802
| – | – | ﹤0.01% | 2260 |
|
|
2021
Q4 | $27K | Hold |
802
| – | – | ﹤0.01% | 2193 |
|
|
2021
Q3 | $24K | Sell |
802
-47
| -6% | -$1.37K | ﹤0.01% | 2247 |
|
|
2021
Q2 | $23K | Sell |
849
-257
| -23% | -$7.27K | ﹤0.01% | 4918 |
|
|
2021
Q1 | $30.5K | Buy |
1,106
+521
| +89% | +$14.6K | ﹤0.01% | 2255 |
|
|
2020
Q4 | $16K | Sell |
585
-309
| -35% | -$8.15K | ﹤0.01% | 2135 |
|
|
2020
Q3 | $23K | Buy |
894
+197
| +28% | +$5.17K | ﹤0.01% | 1837 |
|
|
2020
Q2 | $18K | Hold |
697
| – | – | ﹤0.01% | 1813 |
|
|
2020
Q1 | $16K | Buy |
697
+6
| +0.9% | +$181 | ﹤0.01% | 1688 |
|
|
2019
Q4 | $20K | Buy |
691
+6
| +0.9% | +$179 | ﹤0.01% | 1769 |
|
|
2019
Q3 | $20K | Buy |
685
+7
| +1% | +$196 | ﹤0.01% | 1723 |
|
|
2019
Q2 | $18K | Buy |
+678
| New | +$19.1K | ﹤0.01% | 1745 |
|
|
2018
Q4 | – | Sell |
-554
| Closed | -$15K | – | 1369 |
|
|
2018
Q3 | $15K | Buy |
+554
| New | +$15.3K | ﹤0.01% | 1693 |
|
|
2018
Q2 | – | Sell |
-126
| Closed | -$3K | – | 2490 |
|
|
2018
Q1 | $3K | Buy |
+126
| New | +$3.35K | ﹤0.01% | 1915 |
|
Other funds holding HR
VPM
VCM
RC
AAMU
