Steward Partners Investment Advisory’s Humana HUM Stock Holding History

Steward Partners Investment Advisory’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$761K	Sell	3,113 -30	-1%	-$7.34K	0.01%	1107
2025 Q1	$832K	Sell	3,143 -105	-3%	-$27.8K	0.01%	992
2024 Q4	$824K	Hold	3,248	–	–	0.01%	945
2024 Q3	$1.03M	Sell	3,248 -506	-13%	-$160K	0.01%	837
2024 Q2	$1.4M	Sell	3,754 -515	-12%	-$192K	0.01%	699
2024 Q1	$1.48M	Sell	4,269 -258	-6%	-$89.4K	0.02%	673
2023 Q4	$2.07M	Buy	4,527 +558	+14%	+$255K	0.03%	498
2023 Q3	$1.93M	Sell	3,969 -296	-7%	-$144K	0.03%	482
2023 Q2	$1.91M	Buy	4,265 +188	+5%	+$84.1K	0.03%	494
2023 Q1	$1.98M	Buy	4,077 +326	+9%	+$158K	0.03%	465
2022 Q4	$1.92M	Buy	3,751 +532	+17%	+$272K	0.03%	459
2022 Q3	$1.56M	Buy	3,219 +9	+0.3%	+$4.37K	0.03%	501
2022 Q2	$1.5M	Sell	3,210 -153	-5%	-$71.6K	0.03%	519
2022 Q1	$1.46M	Sell	3,363 -910	-21%	-$396K	0.02%	574
2021 Q4	$1.98M	Buy	4,273 +407	+11%	+$189K	0.03%	496
2021 Q3	$1.5M	Buy	3,866 +100	+3%	+$38.9K	0.03%	531
2021 Q2	$1.67M	Sell	3,766 -57	-1%	-$25.2K	0.03%	499
2021 Q1	$1.6M	Sell	3,823 -6	-0.2%	-$2.52K	0.03%	500
2020 Q4	$1.57M	Sell	3,829 -238	-6%	-$97.6K	0.03%	424
2020 Q3	$1.68M	Buy	4,067 +297	+8%	+$123K	0.04%	357
2020 Q2	$1.46M	Buy	3,770 +58	+2%	+$22.5K	0.04%	365
2020 Q1	$1.17M	Buy	3,712 +700	+23%	+$220K	0.04%	351
2019 Q4	$1.1M	Sell	3,012 -60	-2%	-$22K	0.03%	434
2019 Q3	$785K	Sell	3,072 -8	-0.3%	-$2.04K	0.03%	471
2019 Q2	$817K	Sell	3,080 -552	-15%	-$146K	0.03%	429
2019 Q1	$966K	Buy	3,632 +108	+3%	+$28.7K	0.04%	366
2018 Q4	$1.01M	Buy	3,524 +792	+29%	+$227K	0.05%	334
2018 Q3	$925K	Buy	2,732 +66	+2%	+$22.3K	0.04%	365
2018 Q2	$793K	Sell	2,666 -489	-15%	-$145K	0.05%	344
2018 Q1	$848K	Hold	3,155	–	–	0.06%	294
2017 Q4	$782K	Buy	3,155 +3,022	+2,272%	+$749K	0.06%	273
2017 Q3	$32K	Buy	133 +94	+241%	+$22.6K	﹤0.01%	807
2017 Q2	$9K	Sell	39 -66	-63%	-$15.2K	﹤0.01%	1068
2017 Q1	$21K	Buy	+105	New	+$21K	﹤0.01%	741