Steward Partners Investment Advisory’s ICICI Bank IBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.36M	Sell	99,996 -83	-0.1%	-$2.79K	0.03%	544
2025 Q1	$3.15M	Sell	100,079 -493	-0.5%	-$15.5K	0.03%	521
2024 Q4	$3M	Buy	100,572 +1,067	+1%	+$31.9K	0.03%	513
2024 Q3	$2.97M	Buy	99,505 +95,908	+2,666%	+$2.86M	0.03%	508
2024 Q2	$104K	Sell	3,597 -612	-15%	-$17.6K	﹤0.01%	1760
2024 Q1	$111K	Buy	4,209 +825	+24%	+$21.8K	﹤0.01%	1710
2023 Q4	$80.7K	Hold	3,384	–	–	﹤0.01%	1779
2023 Q3	$78.2K	Hold	3,384	–	–	﹤0.01%	1694
2023 Q2	$78.1K	Hold	3,384	–	–	﹤0.01%	1697
2023 Q1	$73K	Sell	3,384 -22	-0.6%	-$475	﹤0.01%	1710
2022 Q4	$74.6K	Buy	3,406 +22	+0.7%	+$482	﹤0.01%	1666
2022 Q3	$71K	Hold	3,384	–	–	﹤0.01%	1625
2022 Q2	$60K	Hold	3,384	–	–	﹤0.01%	1715
2022 Q1	$64K	Hold	3,384	–	–	﹤0.01%	1790
2021 Q4	$67K	Hold	3,384	–	–	﹤0.01%	1760
2021 Q3	$64K	Hold	3,384	–	–	﹤0.01%	1758
2021 Q2	$58K	Sell	3,384 -1,020	-23%	-$17.5K	﹤0.01%	3015
2021 Q1	$70.6K	Sell	4,404 -8,833	-67%	-$142K	﹤0.01%	1809
2020 Q4	$197K	Buy	13,237 +3,686	+39%	+$54.9K	﹤0.01%	1078
2020 Q3	$94K	Buy	9,551 +4,965	+108%	+$48.9K	﹤0.01%	1247
2020 Q2	$43K	Buy	4,586 +404	+10%	+$3.79K	﹤0.01%	1474
2020 Q1	$35K	Sell	4,182 -1,104	-21%	-$9.24K	﹤0.01%	1395
2019 Q4	$79K	Buy	5,286 +232	+5%	+$3.47K	﹤0.01%	1213
2019 Q3	$61K	Hold	5,054	–	–	﹤0.01%	1277
2019 Q2	$63K	Buy	+5,054	New	+$63K	﹤0.01%	1251
2018 Q4	–	Sell	-3,947	Closed	-$34K	–	1394
2018 Q3	$34K	Hold	3,947	–	–	﹤0.01%	1338
2018 Q2	$32K	Hold	3,947	–	–	﹤0.01%	1274
2018 Q1	$34K	Sell	3,947 -265	-6%	-$2.28K	﹤0.01%	1133
2017 Q4	$40K	Buy	4,212 +3,748	+808%	+$35.6K	﹤0.01%	904
2017 Q3	$3K	Buy	464 +223	+93%	+$1.44K	﹤0.01%	1405
2017 Q2	$2K	Sell	241 -24	-9%	-$199	﹤0.01%	1420
2017 Q1	$2K	Buy	+265	New	+$2K	﹤0.01%	1312