Steward Partners Investment Advisory’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $272K | Sell |
1,062
-46
| -4% | -$11.8K | ﹤0.01% | 1604 |
|
2025
Q1 | $275K | Sell |
1,108
-170
| -13% | -$42.1K | ﹤0.01% | 1491 |
|
2024
Q4 | $324K | Buy |
1,278
+1,130
| +764% | +$286K | ﹤0.01% | 1361 |
|
2024
Q3 | $39.9K | Sell |
148
-157
| -51% | -$42.4K | ﹤0.01% | 2346 |
|
2024
Q2 | $62.6K | Buy |
305
+2
| +0.7% | +$411 | ﹤0.01% | 1993 |
|
2024
Q1 | $59.1K | Buy |
303
+155
| +105% | +$30.2K | ﹤0.01% | 2024 |
|
2023
Q4 | $28K | Buy |
148
+11
| +8% | +$2.08K | ﹤0.01% | 2234 |
|
2023
Q3 | $19.3K | Buy |
137
+44
| +47% | +$6.21K | ﹤0.01% | 2324 |
|
2023
Q2 | $14.5K | Hold |
93
| – | – | ﹤0.01% | 2436 |
|
2023
Q1 | $13.5K | Hold |
93
| – | – | ﹤0.01% | 2426 |
|
2022
Q4 | $14.8K | Hold |
93
| – | – | ﹤0.01% | 2388 |
|
2022
Q3 | $14K | Hold |
93
| – | – | ﹤0.01% | 2390 |
|
2022
Q2 | $16K | Hold |
93
| – | – | ﹤0.01% | 2322 |
|
2022
Q1 | $22K | Sell |
93
-12
| -11% | -$2.84K | ﹤0.01% | 2313 |
|
2021
Q4 | $28K | Hold |
105
| – | – | ﹤0.01% | 2181 |
|
2021
Q3 | $26K | Hold |
105
| – | – | ﹤0.01% | 2200 |
|
2021
Q2 | $21K | Sell |
105
-2
| -2% | -$400 | ﹤0.01% | 5018 |
|
2021
Q1 | $19.2K | Buy |
107
+10
| +10% | +$1.79K | ﹤0.01% | 2508 |
|
2020
Q4 | $14K | Buy |
97
+14
| +17% | +$2.02K | ﹤0.01% | 2181 |
|
2020
Q3 | $8K | Hold |
83
| – | – | ﹤0.01% | 2218 |
|
2020
Q2 | $9K | Sell |
83
-49
| -37% | -$5.31K | ﹤0.01% | 2078 |
|
2020
Q1 | $13K | Hold |
132
| – | – | ﹤0.01% | 1759 |
|
2019
Q4 | $22K | Hold |
132
| – | – | ﹤0.01% | 1739 |
|
2019
Q3 | $18K | Sell |
132
-50
| -27% | -$6.82K | ﹤0.01% | 1760 |
|
2019
Q2 | $25K | Buy |
+182
| New | +$25K | ﹤0.01% | 1627 |
|
2018
Q4 | – | Sell |
-237
| Closed | -$34K | – | 1482 |
|
2018
Q3 | $34K | Buy |
237
+18
| +8% | +$2.58K | ﹤0.01% | 1341 |
|
2018
Q2 | $36K | Hold |
219
| – | – | ﹤0.01% | 1230 |
|
2018
Q1 | $38K | Buy |
219
+37
| +20% | +$6.42K | ﹤0.01% | 1101 |
|
2017
Q4 | $27K | Buy |
182
+97
| +114% | +$14.4K | ﹤0.01% | 1019 |
|
2017
Q3 | $10K | Buy |
85
+60
| +240% | +$7.06K | ﹤0.01% | 1107 |
|
2017
Q2 | $3K | Sell |
25
-44
| -64% | -$5.28K | ﹤0.01% | 1342 |
|
2017
Q1 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 1034 |
|