Steward Partners Investment Advisory’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33K | Hold |
37
| – | – | ﹤0.01% | 3459 |
|
|
2025
Q1 | $5.62K | Sell |
37
-40
| -52% | -$6.08K | ﹤0.01% | 3348 |
|
|
2024
Q4 | $10.4K | Sell |
77
-12
| -13% | -$1.63K | ﹤0.01% | 3078 |
|
|
2024
Q3 | $12.4K | Buy |
89
+19
| +27% | +$2.64K | ﹤0.01% | 2867 |
|
|
2024
Q2 | $8.58K | Buy |
70
+15
| +27% | +$1.84K | ﹤0.01% | 2871 |
|
|
2024
Q1 | $8.84K | Buy |
55
+4
| +8% | +$643 | ﹤0.01% | 2856 |
|
|
2023
Q4 | $7.51K | Hold |
51
| – | – | ﹤0.01% | 2816 |
|
|
2023
Q3 | $6.53K | Hold |
51
| – | – | ﹤0.01% | 2738 |
|
|
2023
Q2 | $7.54K | Hold |
51
| – | – | ﹤0.01% | 2657 |
|
|
2023
Q1 | $7.48K | Hold |
51
| – | – | ﹤0.01% | 2649 |
|
|
2022
Q4 | $6.83K | Hold |
51
| – | – | ﹤0.01% | 2663 |
|
|
2022
Q3 | $7K | Sell |
51
-203
| -80% | -$27.9K | ﹤0.01% | 2655 |
|
|
2022
Q2 | $32K | Buy |
254
+91
| +56% | +$11.5K | ﹤0.01% | 2004 |
|
|
2022
Q1 | $27K | Sell |
163
-28
| -15% | -$4.64K | ﹤0.01% | 2226 |
|
|
2021
Q4 | $38K | Buy |
191
+54
| +39% | +$10.7K | ﹤0.01% | 2036 |
|
|
2021
Q3 | $23K | Sell |
137
-14
| -9% | -$2.35K | ﹤0.01% | 2265 |
|
|
2021
Q2 | $26K | Buy |
151
+99
| +190% | +$17K | ﹤0.01% | 4558 |
|
|
2021
Q1 | $8.62K | Sell |
52
-225
| -81% | -$37.3K | ﹤0.01% | 2834 |
|
|
2020
Q4 | $36K | Hold |
277
| – | – | ﹤0.01% | 1823 |
|
|
2020
Q3 | $25K | Hold |
277
| – | – | ﹤0.01% | 1808 |
|
|
2020
Q2 | $22K | Hold |
277
| – | – | ﹤0.01% | 1735 |
|
|
2020
Q1 | $15K | Sell |
277
-211
| -43% | -$11.4K | ﹤0.01% | 1715 |
|
|
2019
Q4 | $53K | Sell |
488
-11
| -2% | -$1.2K | ﹤0.01% | 1369 |
|
|
2019
Q3 | $58K | Buy |
499
+11
| +2% | +$1.28K | ﹤0.01% | 1293 |
|
|
2019
Q2 | $66K | Buy |
+488
| New | +$66K | ﹤0.01% | 1234 |
|
|
2018
Q4 | – | Sell |
-488
| Closed | -$63K | – | 1589 |
|
|
2018
Q3 | $63K | Buy |
488
+225
| +86% | +$29K | ﹤0.01% | 1110 |
|
|
2018
Q2 | $27K | Sell |
263
-65
| -20% | -$6.67K | ﹤0.01% | 1347 |
|
|
2018
Q1 | $40K | Buy |
328
+65
| +25% | +$7.93K | ﹤0.01% | 1081 |
|
|
2017
Q4 | $35K | Sell |
263
-156
| -37% | -$20.8K | ﹤0.01% | 949 |
|
|
2017
Q3 | $53K | Buy |
419
+18
| +4% | +$2.28K | 0.01% | 680 |
|
|
2017
Q2 | $48K | Hold |
401
| – | – | 0.01% | 632 |
|
|
2017
Q1 | $54K | Buy |
401
+188
| +88% | +$25.3K | 0.01% | 536 |
|
|
2016
Q4 | $27K | Buy |
+213
| New | +$27K | 0.01% | 411 |
|