Steward Partners Investment Advisory’s Premier PINC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.09K Buy
2025
Q1
Sell
2024
Q4
$554K Buy
2023
Q1
Sell
2022
Q4
$2.8K Buy
2022
Q3
$1K Hold
2022
Q2
$1K Hold
2022
Q1
$1K Buy
2021
Q2
Sell
2021
Q1
$5.04K Hold
2020
Q4
$5K Buy
2017
Q4
Sell
2017
Q3
$1K Buy