Steward Partners Investment Advisory’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4K | Sell |
386
-205
| -35% | -$7.66K | ﹤0.01% | 3045 |
|
|
2025
Q1 | $22.3K | Sell |
591
-499
| -46% | -$18.8K | ﹤0.01% | 2763 |
|
|
2024
Q4 | $38.6K | Buy |
1,090
+166
| +18% | +$5.87K | ﹤0.01% | 2470 |
|
|
2024
Q3 | $40.8K | Buy |
924
+294
| +47% | +$13K | ﹤0.01% | 2334 |
|
|
2024
Q2 | $24.2K | Sell |
630
-1,938
| -75% | -$74.5K | ﹤0.01% | 2438 |
|
|
2024
Q1 | $112K | Buy |
2,568
+612
| +31% | +$26.8K | ﹤0.01% | 1706 |
|
|
2023
Q4 | $84.1K | Buy |
1,956
+129
| +7% | +$5.54K | ﹤0.01% | 1762 |
|
|
2023
Q3 | $75.5K | Buy |
1,827
+181
| +11% | +$7.48K | ﹤0.01% | 1711 |
|
|
2023
Q2 | $84.8K | Sell |
1,646
-2,034
| -55% | -$105K | ﹤0.01% | 1665 |
|
|
2023
Q1 | $156K | Sell |
3,680
-800
| -18% | -$33.9K | ﹤0.01% | 1392 |
|
|
2022
Q4 | $163K | Sell |
4,480
-97
| -2% | -$3.53K | ﹤0.01% | 1333 |
|
|
2022
Q3 | $208K | Buy |
4,577
+2,427
| +113% | +$110K | ﹤0.01% | 1185 |
|
|
2022
Q2 | $134K | Sell |
2,150
-301
| -12% | -$18.8K | ﹤0.01% | 1372 |
|
|
2022
Q1 | $202K | Buy |
2,451
+73
| +3% | +$6.02K | ﹤0.01% | 1285 |
|
|
2021
Q4 | $255K | Buy |
2,378
+109
| +5% | +$11.7K | ﹤0.01% | 1214 |
|
|
2021
Q3 | $242K | Buy |
2,269
+1,963
| +642% | +$209K | ﹤0.01% | 1198 |
|
|
2021
Q2 | $39K | Sell |
306
-108
| -26% | -$13.8K | ﹤0.01% | 3815 |
|
|
2021
Q1 | $48.9K | Hold |
414
| – | – | ﹤0.01% | 1998 |
|
|
2020
Q4 | $43K | Sell |
414
-92
| -18% | -$9.56K | ﹤0.01% | 1730 |
|
|
2020
Q3 | $33K | Sell |
506
-563
| -53% | -$36.7K | ﹤0.01% | 1680 |
|
|
2020
Q2 | $62K | Buy |
1,069
+280
| +35% | +$16.2K | ﹤0.01% | 1327 |
|
|
2020
Q1 | $25K | Hold |
789
| – | – | ﹤0.01% | 1521 |
|
|
2019
Q4 | $35K | Hold |
789
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q3 | $30K | Buy |
789
+168
| +27% | +$6.39K | ﹤0.01% | 1580 |
|
|
2019
Q2 | $24K | Buy |
+621
| New | +$24K | ﹤0.01% | 1644 |
|
|
2018
Q4 | – | Sell |
-772
| Closed | -$30K | – | 1387 |
|
|
2018
Q3 | $30K | Hold |
772
| – | – | ﹤0.01% | 1385 |
|
|
2018
Q2 | $21K | Hold |
772
| – | – | ﹤0.01% | 1449 |
|
|
2018
Q1 | $21K | Hold |
772
| – | – | ﹤0.01% | 1312 |
|
|
2017
Q4 | $16K | Hold |
772
| – | – | ﹤0.01% | 1202 |
|
|
2017
Q3 | $16K | Hold |
772
| – | – | ﹤0.01% | 998 |
|
|
2017
Q2 | $14K | Buy |
772
+252
| +48% | +$4.57K | ﹤0.01% | 965 |
|
|
2017
Q1 | $6K | Buy |
+520
| New | +$6K | ﹤0.01% | 1071 |
|