Steward Partners Investment Advisory’s Inovio Pharmaceuticals INO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76K | Sell |
1,847
-16
| -0.9% | -$33 | ﹤0.01% | 3574 |
|
|
2025
Q1 | $3.04K | Hold |
1,863
| – | – | ﹤0.01% | 3542 |
|
|
2024
Q4 | $3.41K | Hold |
1,863
| – | – | ﹤0.01% | 3485 |
|
|
2024
Q3 | $10.8K | Sell |
1,863
-52
| -3% | -$301 | ﹤0.01% | 2919 |
|
|
2024
Q2 | $15.5K | Sell |
1,915
-53
| -3% | -$428 | ﹤0.01% | 2625 |
|
|
2024
Q1 | $27.3K | Buy |
+1,968
| New | +$27.3K | ﹤0.01% | 2380 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$22 | – | 3519 |
|
|
2023
Q3 | $22 | Hold |
5
| – | – | ﹤0.01% | 3358 |
|
|
2023
Q2 | $25 | Hold |
5
| – | – | ﹤0.01% | 3302 |
|
|
2023
Q1 | $47 | Sell |
5
-8
| -62% | -$75 | ﹤0.01% | 3271 |
|
|
2022
Q4 | $245 | Hold |
13
| – | – | ﹤0.01% | 3250 |
|
|
2022
Q3 | $0 | Sell |
13
-4
| -24% | – | ﹤0.01% | 3305 |
|
|
2022
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 3307 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 3188 |
|
|
2021
Q4 | $1K | Sell |
17
-25
| -60% | -$1.47K | ﹤0.01% | 3096 |
|
|
2021
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 2869 |
|
|
2021
Q2 | $5K | Sell |
42
-193
| -82% | -$23K | ﹤0.01% | 6536 |
|
|
2021
Q1 | $26.2K | Buy |
235
+172
| +273% | +$19.2K | ﹤0.01% | 2344 |
|
|
2020
Q4 | $7K | Sell |
63
-70
| -53% | -$7.78K | ﹤0.01% | 2423 |
|
|
2020
Q3 | $19K | Buy |
133
+87
| +189% | +$12.4K | ﹤0.01% | 1911 |
|
|
2020
Q2 | $15K | Buy |
46
+33
| +254% | +$10.8K | ﹤0.01% | 1872 |
|
|
2020
Q1 | $1K | Sell |
13
-375
| -97% | -$28.8K | ﹤0.01% | 2386 |
|
|
2019
Q4 | $15K | Hold |
388
| – | – | ﹤0.01% | 1865 |
|
|
2019
Q3 | $9K | Hold |
388
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q2 | $13K | Buy |
+388
| New | +$13K | ﹤0.01% | 1873 |
|
|
2018
Q4 | – | Sell |
-467
| Closed | -$31K | – | 1433 |
|
|
2018
Q3 | $31K | Sell |
467
-41
| -8% | -$2.72K | ﹤0.01% | 1378 |
|
|
2018
Q2 | $24K | Buy |
508
+175
| +53% | +$8.27K | ﹤0.01% | 1391 |
|
|
2018
Q1 | $18K | Hold |
333
| – | – | ﹤0.01% | 1369 |
|
|
2017
Q4 | $16K | Buy |
333
+25
| +8% | +$1.2K | ﹤0.01% | 1205 |
|
|
2017
Q3 | $23K | Hold |
308
| – | – | ﹤0.01% | 904 |
|
|
2017
Q2 | $29K | Buy |
308
+58
| +23% | +$5.46K | ﹤0.01% | 774 |
|
|
2017
Q1 | $19K | Hold |
250
| – | – | ﹤0.01% | 778 |
|
|
2016
Q4 | $20K | Buy |
+250
| New | +$20K | 0.01% | 450 |
|