Steward Partners Investment Advisory’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Sell |
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|
2025
Q2 | $272K | Buy |
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|
2025
Q1 | $169K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $547K | Sell |
|
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|
2023
Q4 | $3.42M | Sell |
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|
2023
Q3 | $3.77M | Sell |
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|
2023
Q2 | $4.46M | Buy |
|
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|
2023
Q1 | $4.05M | Sell |
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|
2022
Q4 | $4.47M | Buy |
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|
2022
Q3 | $3.87M | Buy |
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|
2022
Q2 | $3.94M | Sell |
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|
2022
Q1 | $4.58M | Sell |
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|
2021
Q4 | $6.18M | Buy |
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|
2021
Q3 | $6.42M | Buy |
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|
2021
Q2 | $7.06M | Sell |
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|
2021
Q1 | $7M | Sell |
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|
2020
Q4 | $6.03M | Buy |
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|
2020
Q3 | $5.9M | Sell |
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|
2020
Q2 | $6.82M | Sell |
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|
2020
Q1 | $3.88M | Buy |
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|
2019
Q4 | $5.82M | Buy |
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|
2019
Q3 | $4.86M | Buy |
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|
2019
Q2 | $3.43M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $833K | Buy |
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|
2018
Q3 | $912K | Buy |
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|
2018
Q2 | $735K | Buy |
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|
2018
Q1 | $587K | Sell |
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|
2017
Q4 | $654K | Buy |
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|
2017
Q3 | $530K | Buy |
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|
2017
Q2 | $437K | Buy |
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|
2017
Q1 | $24K | Buy |
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|
2016
Q4 | $19K | Buy |
|