Steward Partners Investment Advisory’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
6,585
-207
| -3% | -$17.2K | ﹤0.01% | 1254 |
|
|
2025
Q1 | $544K | Sell |
6,792
-171
| -2% | -$13.7K | ﹤0.01% | 1182 |
|
|
2024
Q4 | $630K | Sell |
6,963
-329
| -5% | -$29.8K | 0.01% | 1055 |
|
|
2024
Q3 | $716K | Buy |
7,292
+3,110
| +74% | +$305K | 0.01% | 975 |
|
|
2024
Q2 | $380K | Sell |
4,182
-24
| -0.6% | -$2.18K | ﹤0.01% | 1181 |
|
|
2024
Q1 | $399K | Buy |
4,206
+113
| +3% | +$10.7K | ﹤0.01% | 1151 |
|
|
2023
Q4 | $317K | Buy |
4,093
+7
| +0.2% | +$541 | ﹤0.01% | 1193 |
|
|
2023
Q3 | $260K | Buy |
4,086
+16
| +0.4% | +$1.02K | ﹤0.01% | 1176 |
|
|
2023
Q2 | $266K | Buy |
4,070
+1,067
| +36% | +$69.7K | ﹤0.01% | 1168 |
|
|
2023
Q1 | $175K | Sell |
3,003
-76
| -2% | -$4.42K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $161K | Sell |
3,079
-16
| -0.5% | -$836 | ﹤0.01% | 1337 |
|
|
2022
Q3 | $134K | Sell |
3,095
-394
| -11% | -$17.1K | ﹤0.01% | 1373 |
|
|
2022
Q2 | $147K | Sell |
3,489
-321
| -8% | -$13.5K | ﹤0.01% | 1332 |
|
|
2022
Q1 | $192K | Sell |
3,810
-1,143
| -23% | -$57.6K | ﹤0.01% | 1312 |
|
|
2021
Q4 | $306K | Buy |
4,953
+1,183
| +31% | +$73.1K | ﹤0.01% | 1131 |
|
|
2021
Q3 | $190K | Buy |
3,770
+1,887
| +100% | +$95.1K | ﹤0.01% | 1290 |
|
|
2021
Q2 | $92K | Sell |
1,883
-543
| -22% | -$26.5K | ﹤0.01% | 2387 |
|
|
2021
Q1 | $119K | Buy |
2,426
+260
| +12% | +$12.8K | ﹤0.01% | 1535 |
|
|
2020
Q4 | $99K | Buy |
2,166
+133
| +7% | +$6.08K | ﹤0.01% | 1364 |
|
|
2020
Q3 | $72K | Buy |
2,033
+677
| +50% | +$24K | ﹤0.01% | 1344 |
|
|
2020
Q2 | $38K | Sell |
1,356
-942
| -41% | -$26.4K | ﹤0.01% | 1528 |
|
|
2020
Q1 | $56K | Buy |
2,298
+2,296
| +114,800% | +$56K | ﹤0.01% | 1213 |
|
|
2019
Q4 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 2662 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2686 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2647 |
|