Steward Partners Investment Advisory’s Ocugen OCGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393 | Hold |
405
| – | – | ﹤0.01% | 3981 |
|
|
2025
Q1 | $286 | Hold |
405
| – | – | ﹤0.01% | 3898 |
|
|
2024
Q4 | $326 | Hold |
405
| – | – | ﹤0.01% | 3883 |
|
|
2024
Q3 | $402 | Hold |
405
| – | – | ﹤0.01% | 3620 |
|
|
2024
Q2 | $628 | Hold |
405
| – | – | ﹤0.01% | 3450 |
|
|
2024
Q1 | $664 | Hold |
405
| – | – | ﹤0.01% | 3406 |
|
|
2023
Q4 | $233 | Hold |
405
| – | – | ﹤0.01% | 3404 |
|
|
2023
Q3 | $162 | Hold |
405
| – | – | ﹤0.01% | 3306 |
|
|
2023
Q2 | $220 | Hold |
405
| – | – | ﹤0.01% | 3231 |
|
|
2023
Q1 | $346 | Hold |
405
| – | – | ﹤0.01% | 3196 |
|
|
2022
Q4 | $527 | Hold |
405
| – | – | ﹤0.01% | 3188 |
|
|
2022
Q3 | $1K | Hold |
405
| – | – | ﹤0.01% | 3147 |
|
|
2022
Q2 | $1K | Hold |
405
| – | – | ﹤0.01% | 3142 |
|
|
2022
Q1 | $1K | Buy |
+405
| New | +$1K | ﹤0.01% | 3203 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | – | – | 3276 |
|
|
2021
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 3276 |
|
|
2021
Q2 | $0 | Sell |
15
-610
| -98% | – | ﹤0.01% | 7304 |
|
|
2021
Q1 | $4.24K | Buy |
+625
| New | +$4.24K | ﹤0.01% | 3049 |
|