Steward Partners Investment Advisory’s PENN Entertainment PENN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5K | Sell |
3,499
-711
| -17% | -$12.7K | ﹤0.01% | 2361 |
|
|
2025
Q1 | $68.7K | Sell |
4,210
-550
| -12% | -$8.97K | ﹤0.01% | 2214 |
|
|
2024
Q4 | $94.3K | Sell |
4,760
-2,897
| -38% | -$57.4K | ﹤0.01% | 2012 |
|
|
2024
Q3 | $144K | Sell |
7,657
-1,625
| -18% | -$30.6K | ﹤0.01% | 1688 |
|
|
2024
Q2 | $180K | Sell |
9,282
-822
| -8% | -$15.9K | ﹤0.01% | 1496 |
|
|
2024
Q1 | $184K | Sell |
10,104
-647
| -6% | -$11.8K | ﹤0.01% | 1468 |
|
|
2023
Q4 | $280K | Sell |
10,751
-11,359
| -51% | -$296K | ﹤0.01% | 1245 |
|
|
2023
Q3 | $507K | Buy |
22,110
+13,247
| +149% | +$304K | 0.01% | 918 |
|
|
2023
Q2 | $213K | Sell |
8,863
-50
| -0.6% | -$1.2K | ﹤0.01% | 1263 |
|
|
2023
Q1 | $264K | Sell |
8,913
-662
| -7% | -$19.6K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $284K | Sell |
9,575
-1,855
| -16% | -$55.1K | ﹤0.01% | 1097 |
|
|
2022
Q3 | $314K | Sell |
11,430
-3,095
| -21% | -$85K | 0.01% | 1017 |
|
|
2022
Q2 | $442K | Sell |
14,525
-5,113
| -26% | -$156K | 0.01% | 893 |
|
|
2022
Q1 | $833K | Sell |
19,638
-3,620
| -16% | -$154K | 0.01% | 742 |
|
|
2021
Q4 | $1.21M | Sell |
23,258
-6,283
| -21% | -$326K | 0.02% | 636 |
|
|
2021
Q3 | $2.14M | Buy |
29,541
+15,611
| +112% | +$1.13M | 0.04% | 437 |
|
|
2021
Q2 | $1.07M | Buy |
13,930
+7,852
| +129% | +$601K | 0.02% | 638 |
|
|
2021
Q1 | $637K | Buy |
6,078
+5,065
| +500% | +$531K | 0.01% | 796 |
|
|
2020
Q4 | $87K | Sell |
1,013
-585
| -37% | -$50.2K | ﹤0.01% | 1419 |
|
|
2020
Q3 | $116K | Sell |
1,598
-1,145
| -42% | -$83.1K | ﹤0.01% | 1164 |
|
|
2020
Q2 | $84K | Buy |
2,743
+1,081
| +65% | +$33.1K | ﹤0.01% | 1220 |
|
|
2020
Q1 | $21K | Buy |
1,662
+1,253
| +306% | +$15.8K | ﹤0.01% | 1597 |
|
|
2019
Q4 | $10K | Buy |
409
+50
| +14% | +$1.22K | ﹤0.01% | 2022 |
|
|
2019
Q3 | $6K | Sell |
359
-405
| -53% | -$6.77K | ﹤0.01% | 2200 |
|
|
2019
Q2 | $14K | Buy |
+764
| New | +$14K | ﹤0.01% | 1846 |
|
|
2018
Q4 | – | Sell |
-1,692
| Closed | -$56K | – | 1741 |
|
|
2018
Q3 | $56K | Sell |
1,692
-62
| -4% | -$2.05K | ﹤0.01% | 1162 |
|
|
2018
Q2 | $59K | Buy |
1,754
+1,507
| +610% | +$50.7K | ﹤0.01% | 1038 |
|
|
2018
Q1 | $6K | Hold |
247
| – | – | ﹤0.01% | 1736 |
|
|
2017
Q4 | $7K | Buy |
+247
| New | +$7K | ﹤0.01% | 1438 |
|