Steward Partners Investment Advisory’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14K | Buy |
+164
| New | +$5.14K | ﹤0.01% | 3475 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$8.66K | – | 3672 |
|
|
2024
Q1 | $8.66K | Hold |
200
| – | – | ﹤0.01% | 2863 |
|
|
2023
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 2668 |
|
|
2023
Q3 | $9.8K | Hold |
200
| – | – | ﹤0.01% | 2611 |
|
|
2023
Q2 | $11.7K | Hold |
200
| – | – | ﹤0.01% | 2519 |
|
|
2023
Q1 | $11.3K | Hold |
200
| – | – | ﹤0.01% | 2499 |
|
|
2022
Q4 | $10.7K | Hold |
200
| – | – | ﹤0.01% | 2513 |
|
|
2022
Q3 | $10K | Sell |
200
-54
| -21% | -$2.7K | ﹤0.01% | 2542 |
|
|
2022
Q2 | $13K | Sell |
254
-105
| -29% | -$5.37K | ﹤0.01% | 2419 |
|
|
2022
Q1 | $21K | Sell |
359
-119
| -25% | -$6.96K | ﹤0.01% | 2337 |
|
|
2021
Q4 | $33K | Hold |
478
| – | – | ﹤0.01% | 2095 |
|
|
2021
Q3 | $33K | Sell |
478
-128
| -21% | -$8.84K | ﹤0.01% | 2084 |
|
|
2021
Q2 | $44K | Buy |
606
+143
| +31% | +$10.4K | ﹤0.01% | 3619 |
|
|
2021
Q1 | $36.9K | Buy |
+463
| New | +$36.9K | ﹤0.01% | 2150 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$12K | – | 1917 |
|
|
2017
Q3 | $12K | Hold |
400
| – | – | ﹤0.01% | 1075 |
|
|
2017
Q2 | $10K | Buy |
400
+200
| +100% | +$5K | ﹤0.01% | 1039 |
|
|
2017
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1179 |
|
|
2016
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 719 |
|