Steward Partners Investment Advisory’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.38M | Buy |
15,612
+925
| +6% | +$75K | 0.01% | 1000 |
|
|
2025
Q4 | $954K | Buy |
14,687
+7,834
| +114% | +$711K | 0.01% | 1094 |
|
|
2025
Q3 | $1.02M | Sell |
6,853
-420
| -6% | -$61.6K | 0.01% | 1041 |
|
|
2025
Q2 | $1.06M | Sell |
7,273
-382
| -5% | -$55.3K | 0.01% | 974 |
|
|
2025
Q1 | $968K | Buy |
7,655
+7,551
| +7,261% | +$954K | 0.01% | 937 |
|
|
2024
Q4 | $10.8K | Buy |
104
+4
| +4% | +$381 | ﹤0.01% | 3064 |
|
|
2024
Q3 | $8.53K | Buy |
+100
| New | +$7.73K | ﹤0.01% | 3005 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$11.9K | – | 3627 |
|
|
2023
Q4 | $11.9K | Sell |
200
-300
| -60% | -$16.4K | ﹤0.01% | 2628 |
|
|
2023
Q3 | $22.5K | Sell |
500
-100
| -17% | -$4.07K | ﹤0.01% | 2247 |
|
|
2023
Q2 | $22.3K | Sell |
600
-300
| -33% | -$12K | ﹤0.01% | 2239 |
|
|
2023
Q1 | $35.3K | Sell |
900
-100
| -10% | -$3.92K | ﹤0.01% | 2010 |
|
|
2022
Q4 | $31.3K | Hold |
1,000
| – | – | ﹤0.01% | 2027 |
|
|
2022
Q3 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 1870 |
|
|
2022
Q2 | $41K | Sell |
1,000
-700
| -41% | -$25.9K | ﹤0.01% | 1896 |
|
|
2022
Q1 | $62K | Sell |
1,700
-100
| -6% | -$3.32K | ﹤0.01% | 1811 |
|
|
2021
Q4 | $60K | Sell |
1,800
-2,200
| -55% | -$75.9K | ﹤0.01% | 1818 |
|
|
2021
Q3 | $144K | Sell |
4,000
-100
| -2% | -$3.28K | ﹤0.01% | 1410 |
|
|
2021
Q2 | $132K | Sell |
4,100
-250
| -6% | -$7.45K | ﹤0.01% | 1890 |
|
|
2021
Q1 | $131K | Sell |
4,350
-150
| -3% | -$3.89K | ﹤0.01% | 1487 |
|
|
2020
Q4 | $96K | Sell |
4,500
-4,820
| -52% | -$120K | ﹤0.01% | 1383 |
|
|
2020
Q3 | $245K | Buy |
+9,320
| New | +$360K | 0.01% | 877 |
|
Other funds holding LRN
VPM
VCM
FCM
IC
