Steward Partners Investment Advisory’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
5,599
-95
| -2% | -$38.4K | 0.02% | 677 |
|
|
2025
Q1 | $2.39M | Sell |
5,694
-241
| -4% | -$101K | 0.02% | 612 |
|
|
2024
Q4 | $2.88M | Sell |
5,935
-550
| -8% | -$266K | 0.03% | 526 |
|
|
2024
Q3 | $3.29M | Buy |
6,485
+353
| +6% | +$179K | 0.03% | 484 |
|
|
2024
Q2 | $2.75M | Sell |
6,132
-68
| -1% | -$30.5K | 0.03% | 495 |
|
|
2024
Q1 | $2.96M | Sell |
6,200
-320
| -5% | -$153K | 0.03% | 461 |
|
|
2023
Q4 | $2.94M | Sell |
6,520
-110
| -2% | -$49.6K | 0.04% | 406 |
|
|
2023
Q3 | $2.28M | Sell |
6,630
-279
| -4% | -$95.9K | 0.04% | 443 |
|
|
2023
Q2 | $2.42M | Buy |
6,909
+2,090
| +43% | +$732K | 0.04% | 426 |
|
|
2023
Q1 | $1.57M | Sell |
4,819
-895
| -16% | -$292K | 0.03% | 539 |
|
|
2022
Q4 | $1.92M | Sell |
5,714
-2,248
| -28% | -$756K | 0.03% | 460 |
|
|
2022
Q3 | $2.2M | Sell |
7,962
-4,374
| -35% | -$1.21M | 0.04% | 398 |
|
|
2022
Q2 | $2.98M | Sell |
12,336
-5
| -0% | -$1.21K | 0.05% | 341 |
|
|
2022
Q1 | $3.67M | Buy |
12,341
+2,180
| +21% | +$648K | 0.06% | 327 |
|
|
2021
Q4 | $3.4M | Buy |
10,161
+1,580
| +18% | +$528K | 0.05% | 342 |
|
|
2021
Q3 | $2.61M | Sell |
8,581
-572
| -6% | -$174K | 0.04% | 389 |
|
|
2021
Q2 | $2.22M | Buy |
9,153
+60
| +0.7% | +$14.5K | 0.04% | 426 |
|
|
2021
Q1 | $1.66M | Buy |
9,093
+286
| +3% | +$52.2K | 0.03% | 488 |
|
|
2020
Q4 | $1.41M | Buy |
8,807
+359
| +4% | +$57.5K | 0.03% | 454 |
|
|
2020
Q3 | $1.06M | Buy |
8,448
+765
| +10% | +$95.6K | 0.03% | 474 |
|
|
2020
Q2 | $932K | Sell |
7,683
-821
| -10% | -$99.6K | 0.03% | 474 |
|
|
2020
Q1 | $846K | Buy |
8,504
+572
| +7% | +$56.9K | 0.03% | 425 |
|
|
2019
Q4 | $1.22M | Buy |
7,932
+2,079
| +36% | +$320K | 0.04% | 402 |
|
|
2019
Q3 | $836K | Buy |
5,853
+4,146
| +243% | +$592K | 0.03% | 457 |
|
|
2019
Q2 | $274K | Buy |
1,707
+113
| +7% | +$18.1K | 0.01% | 721 |
|
|
2019
Q1 | $241K | Buy |
+1,594
| New | +$241K | 0.01% | 692 |
|
|
2018
Q4 | – | Sell |
-852
| Closed | -$135K | – | 1449 |
|
|
2018
Q3 | $135K | Buy |
852
+128
| +18% | +$20.3K | 0.01% | 829 |
|
|
2018
Q2 | $96K | Buy |
724
+15
| +2% | +$1.99K | 0.01% | 865 |
|
|
2018
Q1 | $83K | Buy |
709
+476
| +204% | +$55.7K | 0.01% | 829 |
|
|
2017
Q4 | $28K | Buy |
+233
| New | +$28K | ﹤0.01% | 1010 |
|
|
2017
Q2 | – | Sell |
-32
| Closed | -$3K | – | 1659 |
|
|
2017
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 1236 |
|