Steward Partners Investment Advisory’s Matsons MATX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7K | Sell |
231
-92
| -28% | -$10.2K | ﹤0.01% | 2795 |
|
|
2025
Q1 | $41.4K | Hold |
323
| – | – | ﹤0.01% | 2483 |
|
|
2024
Q4 | $43.6K | Hold |
323
| – | – | ﹤0.01% | 2412 |
|
|
2024
Q3 | $46.1K | Hold |
323
| – | – | ﹤0.01% | 2269 |
|
|
2024
Q2 | $42.3K | Buy |
+323
| New | +$42.3K | ﹤0.01% | 2184 |
|
|
2021
Q2 | – | Sell |
-883
| Closed | -$58.9K | – | 7269 |
|
|
2021
Q1 | $58.9K | Buy |
+883
| New | +$58.9K | ﹤0.01% | 1897 |
|
|
2017
Q2 | – | Sell |
-51
| Closed | -$1K | – | 1667 |
|
|
2017
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 1420 |
|
|
2016
Q4 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 817 |
|