Steward Partners Investment Advisory’s OneWater Marine ONEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Hold |
800
| – | – | ﹤0.01% | 3183 |
|
|
2025
Q1 | $12.9K | Buy |
800
+300
| +60% | +$4.85K | ﹤0.01% | 2982 |
|
|
2024
Q4 | $8.69K | Buy |
+500
| New | +$8.69K | ﹤0.01% | 3159 |
|
|
2024
Q3 | – | Sell |
-296
| Closed | -$8.16K | – | 3823 |
|
|
2024
Q2 | $8.16K | Hold |
296
| – | – | ﹤0.01% | 2895 |
|
|
2024
Q1 | $8.33K | Hold |
296
| – | – | ﹤0.01% | 2874 |
|
|
2023
Q4 | $10K | Buy |
+296
| New | +$10K | ﹤0.01% | 2716 |
|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$63K | – | 3278 |
|
|
2021
Q2 | $63K | Buy |
1,500
+1,000
| +200% | +$42K | ﹤0.01% | 2861 |
|
|
2021
Q1 | $20K | Sell |
500
-500
| -50% | -$20K | ﹤0.01% | 2487 |
|
|
2020
Q4 | $29K | Buy |
+1,000
| New | +$29K | ﹤0.01% | 1928 |
|