Steward Partners Investment Advisory’s Inogen INGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408 | Hold |
58
| – | – | ﹤0.01% | 3977 |
|
|
2025
Q1 | $414 | Hold |
58
| – | – | ﹤0.01% | 3874 |
|
|
2024
Q4 | $532 | Buy |
+58
| New | +$532 | ﹤0.01% | 3843 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$10K | – | 3306 |
|
|
2022
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 2659 |
|
|
2021
Q4 | $10K | Sell |
300
-68
| -18% | -$2.27K | ﹤0.01% | 2596 |
|
|
2021
Q3 | $16K | Hold |
368
| – | – | ﹤0.01% | 2418 |
|
|
2021
Q2 | $24K | Sell |
368
-1,000
| -73% | -$65.2K | ﹤0.01% | 4858 |
|
|
2021
Q1 | $71.8K | Hold |
1,368
| – | – | ﹤0.01% | 1798 |
|
|
2020
Q4 | $61K | Hold |
1,368
| – | – | ﹤0.01% | 1572 |
|
|
2020
Q3 | $40K | Sell |
1,368
-1,265
| -48% | -$37K | ﹤0.01% | 1595 |
|
|
2020
Q2 | $94K | Buy |
2,633
+595
| +29% | +$21.2K | ﹤0.01% | 1178 |
|
|
2020
Q1 | $105K | Sell |
2,038
-70
| -3% | -$3.61K | ﹤0.01% | 981 |
|
|
2019
Q4 | $144K | Buy |
2,108
+20
| +1% | +$1.37K | ﹤0.01% | 987 |
|
|
2019
Q3 | $100K | Buy |
2,088
+300
| +17% | +$14.4K | ﹤0.01% | 1090 |
|
|
2019
Q2 | $119K | Buy |
+1,788
| New | +$119K | ﹤0.01% | 987 |
|
|
2018
Q4 | – | Sell |
-1,100
| Closed | -$269K | – | 1430 |
|
|
2018
Q3 | $269K | Hold |
1,100
| – | – | 0.01% | 648 |
|
|
2018
Q2 | $205K | Hold |
1,100
| – | – | 0.01% | 649 |
|
|
2018
Q1 | $135K | Hold |
1,100
| – | – | 0.01% | 702 |
|
|
2017
Q4 | $130K | Buy |
1,100
+1,000
| +1,000% | +$118K | 0.01% | 599 |
|
|
2017
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1071 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1032 |
|
|
2016
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 636 |
|