Steward Partners Investment Advisory’s Penumbra PEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $33.2K | Sell |
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|
2024
Q3 | $29.1K | Buy |
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|
2024
Q2 | $25.2K | Hold |
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|
2024
Q1 | $31.2K | Sell |
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|
2023
Q4 | $36.5K | Hold |
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|
2023
Q3 | $35.1K | Hold |
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|
2023
Q2 | $49.9K | Hold |
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|
2023
Q1 | $40.4K | Hold |
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|
2022
Q4 | $32.3K | Hold |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $39.2K | Sell |
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|
2020
Q4 | $43K | Buy |
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|
2020
Q3 | $46K | Buy |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Buy |
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