Steward Partners Investment Advisory’s NCR Atleos NATL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.2K Buy
1,023
+384
+60% +$11K ﹤0.01% 2749
2025
Q1
$16.9K Buy
639
+221
+53% +$5.83K ﹤0.01% 2884
2024
Q4
$14.2K Buy
418
+265
+173% +$8.99K ﹤0.01% 2945
2024
Q3
$4.37K Buy
153
+22
+17% +$628 ﹤0.01% 3229
2024
Q2
$3.54K Hold
131
﹤0.01% 3145
2024
Q1
$2.59K Sell
131
-6
-4% -$118 ﹤0.01% 3240
2023
Q4
$3.33K Buy
+137
New +$3.33K ﹤0.01% 3102