Steward Partners Investment Advisory’s OR Royalties Inc OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.5K | Sell |
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|
2025
Q1 | $56.6K | Buy |
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|
2024
Q4 | $48.5K | Sell |
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|
2024
Q3 | $55.6K | Buy |
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|
2024
Q2 | $46.6K | Buy |
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|
2024
Q1 | $49.1K | Buy |
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|
2023
Q4 | $42K | Buy |
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|
2023
Q3 | $34.1K | Hold |
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|
2023
Q2 | $44.6K | Hold |
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|
2023
Q1 | $45.9K | Sell |
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|
2022
Q4 | $40.7K | Sell |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $52K | Sell |
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|
2021
Q4 | $112K | Sell |
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|
2021
Q3 | $123K | Buy |
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|
2021
Q2 | $145K | Buy |
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|
2021
Q1 | $78.9K | Buy |
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|
2020
Q4 | $83K | Buy |
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|
2020
Q3 | $77K | Buy |
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|
2020
Q2 | $50K | Buy |
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|
2020
Q1 | $16K | Buy |
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|
2019
Q4 | $12K | Buy |
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|
2019
Q3 | $6K | Buy |
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|
2019
Q2 | $6K | Buy |
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