Steward Partners Investment Advisory’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
3,354
-69
| -2% | -$10.7K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $478K | Buy |
3,423
+2,596
| +314% | +$362K | ﹤0.01% | 1242 |
|
|
2024
Q4 | $121K | Buy |
827
+410
| +98% | +$59.9K | ﹤0.01% | 1887 |
|
|
2024
Q3 | $87.5K | Sell |
417
-84
| -17% | -$17.6K | ﹤0.01% | 1946 |
|
|
2024
Q2 | $105K | Hold |
501
| – | – | ﹤0.01% | 1752 |
|
|
2024
Q1 | $84.4K | Buy |
501
+40
| +9% | +$6.74K | ﹤0.01% | 1850 |
|
|
2023
Q4 | $88.2K | Sell |
461
-90
| -16% | -$17.2K | ﹤0.01% | 1748 |
|
|
2023
Q3 | $86.5K | Sell |
551
-51
| -8% | -$8.01K | ﹤0.01% | 1646 |
|
|
2023
Q2 | $86.8K | Sell |
602
-3
| -0.5% | -$432 | ﹤0.01% | 1651 |
|
|
2023
Q1 | $93.9K | Sell |
605
-41
| -6% | -$6.36K | ﹤0.01% | 1614 |
|
|
2022
Q4 | $69.8K | Sell |
646
-150
| -19% | -$16.2K | ﹤0.01% | 1704 |
|
|
2022
Q3 | $75K | Sell |
796
-8
| -1% | -$754 | ﹤0.01% | 1611 |
|
|
2022
Q2 | $81K | Buy |
804
+1
| +0.1% | +$101 | ﹤0.01% | 1583 |
|
|
2022
Q1 | $134K | Sell |
803
-12
| -1% | -$2K | ﹤0.01% | 1479 |
|
|
2021
Q4 | $135K | Buy |
815
+117
| +17% | +$19.4K | ﹤0.01% | 1465 |
|
|
2021
Q3 | $119K | Buy |
698
+84
| +14% | +$14.3K | ﹤0.01% | 1479 |
|
|
2021
Q2 | $137K | Sell |
614
-1,326
| -68% | -$296K | ﹤0.01% | 1852 |
|
|
2021
Q1 | $459K | Buy |
1,940
+1,405
| +263% | +$333K | 0.01% | 921 |
|
|
2020
Q4 | $123K | Buy |
535
+342
| +177% | +$78.6K | ﹤0.01% | 1280 |
|
|
2020
Q3 | $35K | Buy |
193
+173
| +865% | +$31.4K | ﹤0.01% | 1655 |
|
|
2020
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 2400 |
|
|
2020
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 2303 |
|
|
2019
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 2310 |
|
|
2019
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 2365 |
|
|
2019
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 2361 |
|
|
2018
Q4 | – | Sell |
-64,506
| Closed | -$7.61M | – | 1705 |
|
|
2018
Q3 | $7.61M | Buy |
64,506
+64,241
| +24,242% | +$7.57M | 0.36% | 66 |
|
|
2018
Q2 | $23K | Sell |
265
-15
| -5% | -$1.3K | ﹤0.01% | 1411 |
|
|
2018
Q1 | $28K | Buy |
280
+180
| +180% | +$18K | ﹤0.01% | 1213 |
|
|
2017
Q4 | $17K | Hold |
100
| – | – | ﹤0.01% | 1185 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 1078 |
|
|
2017
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1040 |
|
|
2017
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1006 |
|