Steward Partners Investment Advisory’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Hold |
1,712
| – | – | ﹤0.01% | 2510 |
|
|
2025
Q1 | $42.2K | Sell |
1,712
-238
| -12% | -$5.87K | ﹤0.01% | 2469 |
|
|
2024
Q4 | $44.9K | Hold |
1,950
| – | – | ﹤0.01% | 2393 |
|
|
2024
Q3 | $41.6K | Hold |
1,950
| – | – | ﹤0.01% | 2328 |
|
|
2024
Q2 | $43.1K | Sell |
1,950
-122
| -6% | -$2.69K | ﹤0.01% | 2176 |
|
|
2024
Q1 | $47.4K | Buy |
2,072
+1,350
| +187% | +$30.9K | ﹤0.01% | 2143 |
|
|
2023
Q4 | $15.3K | Sell |
722
-3,622
| -83% | -$76.7K | ﹤0.01% | 2525 |
|
|
2023
Q3 | $91.8K | Sell |
4,344
-605
| -12% | -$12.8K | ﹤0.01% | 1615 |
|
|
2023
Q2 | $113K | Buy |
4,949
+713
| +17% | +$16.3K | ﹤0.01% | 1529 |
|
|
2023
Q1 | $104K | Buy |
4,236
+1,043
| +33% | +$25.6K | ﹤0.01% | 1575 |
|
|
2022
Q4 | $77.7K | Hold |
3,193
| – | – | ﹤0.01% | 1654 |
|
|
2022
Q3 | $64K | Hold |
3,193
| – | – | ﹤0.01% | 1673 |
|
|
2022
Q2 | $80K | Buy |
3,193
+1,300
| +69% | +$32.6K | ﹤0.01% | 1589 |
|
|
2022
Q1 | $53K | Buy |
1,893
+1,293
| +216% | +$36.2K | ﹤0.01% | 1884 |
|
|
2021
Q4 | $14K | Sell |
600
-8
| -1% | -$187 | ﹤0.01% | 2471 |
|
|
2021
Q3 | $15K | Sell |
608
-630
| -51% | -$15.5K | ﹤0.01% | 2450 |
|
|
2021
Q2 | $37K | Buy |
1,238
+238
| +24% | +$7.11K | ﹤0.01% | 3881 |
|
|
2021
Q1 | $31.1K | Buy |
1,000
+500
| +100% | +$15.6K | ﹤0.01% | 2241 |
|
|
2020
Q4 | $17K | Hold |
500
| – | – | ﹤0.01% | 2111 |
|
|
2020
Q3 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 2037 |
|