Steward Partners Investment Advisory’s Mueller Industries MLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$379K	Sell	6,848 -130	-2%	-$7.79K	﹤0.01%	1668
2025 Q4	$401K	Buy	6,978 +1,720	+33%	+$92.5K	﹤0.01%	1550
2025 Q3	$266K	Buy	5,258 +3,258	+163%	+$150K	﹤0.01%	1718
2025 Q2	$79.5K	Buy	+2,000	New	+$75.5K	﹤0.01%	2240
2025 Q1	–	Sell	-2,662	Closed	-$106K	–	4103
2024 Q4	$106K	Buy	2,662 +36	+1%	+$1.46K	﹤0.01%	1948
2024 Q3	$97.3K	Buy	2,626 +260	+11%	+$8.71K	﹤0.01%	1886
2024 Q2	$67.4K	Buy	2,366 +312	+15%	+$8.74K	﹤0.01%	1956
2024 Q1	$55.4K	Buy	+2,054	New	+$50.8K	﹤0.01%	2057
2023 Q4	–	Sell	-1,400	Closed	-$26.3K	–	3533
2023 Q3	$26.3K	Buy	+1,400	New	+$27.7K	﹤0.01%	2178
2020 Q1	–	Sell	-352	Closed	-$2K	–	2619
2019 Q4	$2K	Hold	352	–	–	﹤0.01%	2438
2019 Q3	$2K	Buy	+352	New	+$2.47K	﹤0.01%	2441