Steward Partners Investment Advisory’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
228
-27
| -11% | -$1.9K | ﹤0.01% | 3007 |
|
|
2025
Q1 | $17.4K | Sell |
255
-26
| -9% | -$1.77K | ﹤0.01% | 2870 |
|
|
2024
Q4 | $21K | Sell |
281
-70
| -20% | -$5.23K | ﹤0.01% | 2767 |
|
|
2024
Q3 | $32.7K | Sell |
351
-197
| -36% | -$18.4K | ﹤0.01% | 2439 |
|
|
2024
Q2 | $47K | Buy |
548
+303
| +124% | +$26K | ﹤0.01% | 2140 |
|
|
2024
Q1 | $20.6K | Hold |
245
| – | – | ﹤0.01% | 2517 |
|
|
2023
Q4 | $20.5K | Hold |
245
| – | – | ﹤0.01% | 2399 |
|
|
2023
Q3 | $18.3K | Hold |
245
| – | – | ﹤0.01% | 2352 |
|
|
2023
Q2 | $20.7K | Hold |
245
| – | – | ﹤0.01% | 2271 |
|
|
2023
Q1 | $19.3K | Hold |
245
| – | – | ﹤0.01% | 2258 |
|
|
2022
Q4 | $18K | Sell |
245
-313
| -56% | -$23K | ﹤0.01% | 2290 |
|
|
2022
Q3 | $32K | Hold |
558
| – | – | ﹤0.01% | 2004 |
|
|
2022
Q2 | $35K | Sell |
558
-256
| -31% | -$16.1K | ﹤0.01% | 1969 |
|
|
2022
Q1 | $61K | Sell |
814
-21
| -3% | -$1.57K | ﹤0.01% | 1820 |
|
|
2021
Q4 | $67K | Sell |
835
-691
| -45% | -$55.4K | ﹤0.01% | 1761 |
|
|
2021
Q3 | $127K | Hold |
1,526
| – | – | ﹤0.01% | 1452 |
|
|
2021
Q2 | $134K | Sell |
1,526
-2,159
| -59% | -$190K | ﹤0.01% | 1872 |
|
|
2021
Q1 | $328K | Buy |
3,685
+2,269
| +160% | +$202K | 0.01% | 1054 |
|
|
2020
Q4 | $104K | Buy |
1,416
+1,224
| +638% | +$89.9K | ﹤0.01% | 1343 |
|
|
2020
Q3 | $13K | Hold |
192
| – | – | ﹤0.01% | 2043 |
|
|
2020
Q2 | $14K | Hold |
192
| – | – | ﹤0.01% | 1903 |
|
|
2020
Q1 | $11K | Hold |
192
| – | – | ﹤0.01% | 1824 |
|
|
2019
Q4 | $14K | Sell |
192
-100
| -34% | -$7.29K | ﹤0.01% | 1893 |
|
|
2019
Q3 | $22K | Buy |
292
+37
| +15% | +$2.79K | ﹤0.01% | 1690 |
|
|
2019
Q2 | $18K | Buy |
+255
| New | +$18K | ﹤0.01% | 1749 |
|
|
2018
Q4 | – | Sell |
-2,501
| Closed | -$163K | – | 1597 |
|
|
2018
Q3 | $163K | Buy |
2,501
+46
| +2% | +$3K | 0.01% | 781 |
|
|
2018
Q2 | $152K | Hold |
2,455
| – | – | 0.01% | 728 |
|
|
2018
Q1 | $163K | Buy |
2,455
+88
| +4% | +$5.84K | 0.01% | 654 |
|
|
2017
Q4 | $169K | Buy |
+2,367
| New | +$169K | 0.01% | 552 |
|