Steward Partners Investment Advisory’s Installed Building Products IBP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Sell	769 -2,830	-79%	-$847K	﹤0.01%	2009
2025 Q4	$934K	Sell	3,599 -13	-0.4%	-$3.36K	0.01%	1099
2025 Q3	$891K	Buy	3,612 +646	+22%	+$153K	0.01%	1097
2025 Q2	$535K	Sell	2,966 -528	-15%	-$87.9K	﹤0.01%	1268
2025 Q1	$599K	Buy	3,494 +3	+0.1%	+$541	0.01%	1144
2024 Q4	$612K	Sell	3,491 -121	-3%	-$26.3K	0.01%	1069
2024 Q3	$890K	Sell	3,612 -325	-8%	-$73.5K	0.01%	899
2024 Q2	$810K	Buy	3,937 +3,366	+589%	+$758K	0.01%	877
2024 Q1	$148K	Buy	571 +60	+12%	+$12.9K	﹤0.01%	1570
2023 Q4	$93.4K	Buy	511 +1	+0.2%	+$140	﹤0.01%	1728
2023 Q3	$63.7K	Buy	510 +25	+5%	+$3.53K	﹤0.01%	1791
2023 Q2	$68K	Sell	485 -8	-2%	-$942	﹤0.01%	1756
2023 Q1	$56.2K	Sell	493 -38	-7%	-$4.09K	﹤0.01%	1819
2022 Q4	$45.5K	Sell	531 -63	-11%	-$5.31K	﹤0.01%	1872
2022 Q3	$48K	Sell	594 -12	-2%	-$1.11K	﹤0.01%	1814
2022 Q2	$50K	Hold	606	–	–	﹤0.01%	1810
2022 Q1	$51K	Buy	606 +74	+14%	+$7.82K	﹤0.01%	1901
2021 Q4	$74K	Buy	532 +40	+8%	+$5.12K	﹤0.01%	1723
2021 Q3	$53K	Buy	492 +50	+11%	+$5.96K	﹤0.01%	1860
2021 Q2	$54K	Buy	+442	New	+$53.9K	﹤0.01%	3182