Steward Partners Investment Advisory’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.4K | Buy |
2,368
+25
| +1% | +$353 | ﹤0.01% | 2675 |
|
2025
Q1 | $29.6K | Buy |
2,343
+25
| +1% | +$316 | ﹤0.01% | 2637 |
|
2024
Q4 | $30.8K | Buy |
2,318
+24
| +1% | +$319 | ﹤0.01% | 2580 |
|
2024
Q3 | $35.8K | Buy |
2,294
+201
| +10% | +$3.13K | ﹤0.01% | 2403 |
|
2024
Q2 | $30.5K | Buy |
2,093
+23
| +1% | +$335 | ﹤0.01% | 2328 |
|
2024
Q1 | $36K | Hold |
2,070
| – | – | ﹤0.01% | 2265 |
|
2023
Q4 | $38.5K | Hold |
2,070
| – | – | ﹤0.01% | 2105 |
|
2023
Q3 | $35.6K | Hold |
2,070
| – | – | ﹤0.01% | 2063 |
|
2023
Q2 | $38.5K | Hold |
2,070
| – | – | ﹤0.01% | 1990 |
|
2023
Q1 | $33.1K | Hold |
2,070
| – | – | ﹤0.01% | 2039 |
|
2022
Q4 | $34.1K | Hold |
2,070
| – | – | ﹤0.01% | 1986 |
|
2022
Q3 | $30K | Hold |
2,070
| – | – | ﹤0.01% | 2029 |
|
2022
Q2 | $29K | Hold |
2,070
| – | – | ﹤0.01% | 2063 |
|
2022
Q1 | $35K | Buy |
+2,070
| New | +$35K | ﹤0.01% | 2100 |
|
2021
Q1 | – | Sell |
-931
| Closed | -$9K | – | 3466 |
|
2020
Q4 | $9K | Hold |
931
| – | – | ﹤0.01% | 2353 |
|
2020
Q3 | $8K | Hold |
931
| – | – | ﹤0.01% | 2223 |
|
2020
Q2 | $7K | Buy |
+931
| New | +$7K | ﹤0.01% | 2170 |
|
2019
Q4 | – | Sell |
-616
| Closed | -$7K | – | 2687 |
|
2019
Q3 | $7K | Hold |
616
| – | – | ﹤0.01% | 2138 |
|
2019
Q2 | $8K | Buy |
+616
| New | +$8K | ﹤0.01% | 2078 |
|
2018
Q4 | – | Sell |
-616
| Closed | -$8K | – | 1638 |
|
2018
Q3 | $8K | Hold |
616
| – | – | ﹤0.01% | 1969 |
|
2018
Q2 | $8K | Hold |
616
| – | – | ﹤0.01% | 1821 |
|
2018
Q1 | $8K | Sell |
616
-242
| -28% | -$3.14K | ﹤0.01% | 1650 |
|
2017
Q4 | $11K | Hold |
858
| – | – | ﹤0.01% | 1325 |
|
2017
Q3 | $12K | Hold |
858
| – | – | ﹤0.01% | 1076 |
|
2017
Q2 | $14K | Hold |
858
| – | – | ﹤0.01% | 968 |
|
2017
Q1 | $12K | Buy |
858
+242
| +39% | +$3.39K | ﹤0.01% | 893 |
|
2016
Q4 | $10K | Buy |
+616
| New | +$10K | ﹤0.01% | 558 |
|