Steward Partners Investment Advisory’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
6,683
+2,544
| +61% | +$103K | ﹤0.01% | 1603 |
|
|
2025
Q1 | $169K | Sell |
4,139
-254
| -6% | -$10.4K | ﹤0.01% | 1729 |
|
|
2024
Q4 | $253K | Sell |
4,393
-14
| -0.3% | -$807 | ﹤0.01% | 1492 |
|
|
2024
Q3 | $367K | Buy |
4,407
+593
| +16% | +$49.4K | ﹤0.01% | 1246 |
|
|
2024
Q2 | $299K | Sell |
3,814
-1,650
| -30% | -$129K | ﹤0.01% | 1277 |
|
|
2024
Q1 | $547K | Sell |
5,464
-30,575
| -85% | -$3.06M | 0.01% | 1022 |
|
|
2023
Q4 | $3.42M | Sell |
36,039
-153
| -0.4% | -$14.5K | 0.05% | 366 |
|
|
2023
Q3 | $3.77M | Sell |
36,192
-697
| -2% | -$72.6K | 0.06% | 312 |
|
|
2023
Q2 | $4.46M | Buy |
36,889
+251
| +0.7% | +$30.4K | 0.07% | 284 |
|
|
2023
Q1 | $4.05M | Sell |
36,638
-7,638
| -17% | -$845K | 0.06% | 299 |
|
|
2022
Q4 | $4.47M | Buy |
44,276
+3,774
| +9% | +$381K | 0.08% | 270 |
|
|
2022
Q3 | $3.87M | Buy |
40,502
+866
| +2% | +$82.8K | 0.07% | 276 |
|
|
2022
Q2 | $3.94M | Sell |
39,636
-3,800
| -9% | -$377K | 0.07% | 283 |
|
|
2022
Q1 | $4.58M | Sell |
43,436
-12,752
| -23% | -$1.34M | 0.07% | 280 |
|
|
2021
Q4 | $6.18M | Buy |
56,188
+2,520
| +5% | +$277K | 0.09% | 225 |
|
|
2021
Q3 | $6.42M | Buy |
53,668
+2,126
| +4% | +$254K | 0.11% | 209 |
|
|
2021
Q2 | $7.06M | Sell |
51,542
-912
| -2% | -$125K | 0.12% | 185 |
|
|
2021
Q1 | $7M | Sell |
52,454
-10,796
| -17% | -$1.44M | 0.12% | 177 |
|
|
2020
Q4 | $6.03M | Buy |
63,250
+714
| +1% | +$68K | 0.13% | 169 |
|
|
2020
Q3 | $5.9M | Sell |
62,536
-11,137
| -15% | -$1.05M | 0.15% | 157 |
|
|
2020
Q2 | $6.82M | Sell |
73,673
-6,875
| -9% | -$636K | 0.19% | 132 |
|
|
2020
Q1 | $3.88M | Buy |
80,548
+23,304
| +41% | +$1.12M | 0.14% | 168 |
|
|
2019
Q4 | $5.82M | Buy |
57,244
+1,975
| +4% | +$201K | 0.17% | 133 |
|
|
2019
Q3 | $4.86M | Buy |
55,269
+17,663
| +47% | +$1.55M | 0.16% | 145 |
|
|
2019
Q2 | $3.43M | Buy |
37,606
+25,043
| +199% | +$2.28M | 0.13% | 170 |
|
|
2019
Q1 | $1.06M | Buy |
12,563
+1,695
| +16% | +$143K | 0.04% | 342 |
|
|
2018
Q4 | $833K | Buy |
10,868
+1,836
| +20% | +$141K | 0.04% | 370 |
|
|
2018
Q3 | $912K | Buy |
9,032
+3,014
| +50% | +$304K | 0.04% | 371 |
|
|
2018
Q2 | $735K | Buy |
6,018
+891
| +17% | +$109K | 0.04% | 367 |
|
|
2018
Q1 | $587K | Sell |
5,127
-150
| -3% | -$17.2K | 0.04% | 387 |
|
|
2017
Q4 | $654K | Buy |
5,277
+210
| +4% | +$26K | 0.05% | 310 |
|
|
2017
Q3 | $530K | Buy |
5,067
+321
| +7% | +$33.6K | 0.05% | 284 |
|
|
2017
Q2 | $437K | Buy |
4,746
+4,454
| +1,525% | +$410K | 0.05% | 296 |
|
|
2017
Q1 | $24K | Buy |
292
+61
| +26% | +$5.01K | ﹤0.01% | 711 |
|
|
2016
Q4 | $19K | Buy |
+231
| New | +$19K | 0.01% | 453 |
|