Steward Partners Investment Advisory’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.88K | Hold |
1,500
| – | – | ﹤0.01% | 3265 |
|
|
2025
Q1 | $9.18K | Hold |
1,500
| – | – | ﹤0.01% | 3135 |
|
|
2024
Q4 | $9.06K | Hold |
1,500
| – | – | ﹤0.01% | 3135 |
|
|
2024
Q3 | $9.77K | Hold |
1,500
| – | – | ﹤0.01% | 2957 |
|
|
2024
Q2 | $9.18K | Sell |
1,500
-1,071
| -42% | -$6.56K | ﹤0.01% | 2848 |
|
|
2024
Q1 | $15.7K | Sell |
2,571
-1,027
| -29% | -$6.27K | ﹤0.01% | 2629 |
|
|
2023
Q4 | $21.1K | Hold |
3,598
| – | – | ﹤0.01% | 2386 |
|
|
2023
Q3 | $19.2K | Buy |
3,598
+1,071
| +42% | +$5.71K | ﹤0.01% | 2328 |
|
|
2023
Q2 | $15.7K | Hold |
2,527
| – | – | ﹤0.01% | 2403 |
|
|
2023
Q1 | $15.8K | Sell |
2,527
-4,150
| -62% | -$25.9K | ﹤0.01% | 2355 |
|
|
2022
Q4 | $40.8K | Hold |
6,677
| – | – | ﹤0.01% | 1922 |
|
|
2022
Q3 | $41K | Hold |
6,677
| – | – | ﹤0.01% | 1881 |
|
|
2022
Q2 | $44K | Buy |
6,677
+4,150
| +164% | +$27.3K | ﹤0.01% | 1860 |
|
|
2022
Q1 | $18K | Buy |
2,527
+1,027
| +68% | +$7.32K | ﹤0.01% | 2418 |
|
|
2021
Q4 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 2506 |
|
|
2021
Q3 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 2512 |
|
|
2021
Q2 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 5651 |
|
|
2021
Q1 | $12.8K | Hold |
1,500
| – | – | ﹤0.01% | 2674 |
|
|
2020
Q4 | $13K | Hold |
1,500
| – | – | ﹤0.01% | 2213 |
|
|
2020
Q3 | $12K | Hold |
1,500
| – | – | ﹤0.01% | 2069 |
|
|
2020
Q2 | $12K | Hold |
1,500
| – | – | ﹤0.01% | 1966 |
|
|
2020
Q1 | $11K | Sell |
1,500
-1
| -0.1% | -$7 | ﹤0.01% | 1822 |
|
|
2019
Q4 | $12K | Buy |
1,501
+1
| +0.1% | +$8 | ﹤0.01% | 1952 |
|
|
2019
Q3 | $12K | Sell |
1,500
-7
| -0.5% | -$56 | ﹤0.01% | 1914 |
|
|
2019
Q2 | $12K | Buy |
+1,507
| New | +$12K | ﹤0.01% | 1899 |
|
|
2018
Q4 | – | Sell |
-3,960
| Closed | -$30K | – | 1538 |
|
|
2018
Q3 | $30K | Hold |
3,960
| – | – | ﹤0.01% | 1388 |
|
|
2018
Q2 | $30K | Sell |
3,960
-2,731
| -41% | -$20.7K | ﹤0.01% | 1293 |
|
|
2018
Q1 | $51K | Hold |
6,691
| – | – | ﹤0.01% | 1002 |
|
|
2017
Q4 | $57K | Hold |
6,691
| – | – | ﹤0.01% | 791 |
|
|
2017
Q3 | $58K | Buy |
6,691
+2,691
| +67% | +$23.3K | 0.01% | 657 |
|
|
2017
Q2 | $35K | Hold |
4,000
| – | – | ﹤0.01% | 711 |
|
|
2017
Q1 | $34K | Hold |
4,000
| – | – | 0.01% | 634 |
|
|
2016
Q4 | $33K | Buy |
+4,000
| New | +$33K | 0.02% | 379 |
|