Steward Partners Investment Advisory’s Perion Network PERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,375
| Closed | -$26.6K | – | 4066 |
|
|
2024
Q3 | $26.6K | Sell |
3,375
-1,100
| -25% | -$8.67K | ﹤0.01% | 2531 |
|
|
2024
Q2 | $37.4K | Sell |
4,475
-12,195
| -73% | -$102K | ﹤0.01% | 2243 |
|
|
2024
Q1 | $375K | Buy |
16,670
+9,420
| +130% | +$212K | ﹤0.01% | 1170 |
|
|
2023
Q4 | $224K | Sell |
7,250
-100
| -1% | -$3.09K | ﹤0.01% | 1332 |
|
|
2023
Q3 | $225K | Hold |
7,350
| – | – | ﹤0.01% | 1235 |
|
|
2023
Q2 | $225K | Buy |
7,350
+250
| +4% | +$7.67K | ﹤0.01% | 1227 |
|
|
2023
Q1 | $281K | Buy |
7,100
+800
| +13% | +$31.7K | ﹤0.01% | 1135 |
|
|
2022
Q4 | $159K | Buy |
6,300
+500
| +9% | +$12.7K | ﹤0.01% | 1344 |
|
|
2022
Q3 | $112K | Hold |
5,800
| – | – | ﹤0.01% | 1448 |
|
|
2022
Q2 | $105K | Hold |
5,800
| – | – | ﹤0.01% | 1463 |
|
|
2022
Q1 | $130K | Buy |
5,800
+2,800
| +93% | +$62.8K | ﹤0.01% | 1492 |
|
|
2021
Q4 | $72K | Buy |
+3,000
| New | +$72K | ﹤0.01% | 1733 |
|
|
2018
Q4 | – | Sell |
-333
| Closed | -$1K | – | 1742 |
|
|
2018
Q3 | $1K | Hold |
333
| – | – | ﹤0.01% | 2511 |
|
|
2018
Q2 | $1K | Buy |
+333
| New | +$1K | ﹤0.01% | 2370 |
|