Steward Partners Investment Advisory’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.1K | Sell |
140
-7
| -5% | -$1.16K | ﹤0.01% | 2858 |
|
2025
Q1 | $20.3K | Sell |
147
-15
| -9% | -$2.07K | ﹤0.01% | 2804 |
|
2024
Q4 | $25.6K | Hold |
162
| – | – | ﹤0.01% | 2667 |
|
2024
Q3 | $21.6K | Buy |
162
+8
| +5% | +$1.07K | ﹤0.01% | 2632 |
|
2024
Q2 | $16.6K | Buy |
154
+103
| +202% | +$11.1K | ﹤0.01% | 2601 |
|
2024
Q1 | $4.81K | Hold |
51
| – | – | ﹤0.01% | 3058 |
|
2023
Q4 | $5.2K | Hold |
51
| – | – | ﹤0.01% | 2946 |
|
2023
Q3 | $4.05K | Hold |
51
| – | – | ﹤0.01% | 2894 |
|
2023
Q2 | $3.55K | Sell |
51
-30
| -37% | -$2.09K | ﹤0.01% | 2899 |
|
2023
Q1 | $5.85K | Hold |
81
| – | – | ﹤0.01% | 2731 |
|
2022
Q4 | $5.97K | Sell |
81
-2
| -2% | -$147 | ﹤0.01% | 2707 |
|
2022
Q3 | $6K | Buy |
83
+2
| +2% | +$145 | ﹤0.01% | 2715 |
|
2022
Q2 | $6K | Sell |
81
-7
| -8% | -$519 | ﹤0.01% | 2707 |
|
2022
Q1 | $6K | Sell |
88
-98
| -53% | -$6.68K | ﹤0.01% | 2840 |
|
2021
Q4 | $14K | Hold |
186
| – | – | ﹤0.01% | 2477 |
|
2021
Q3 | $15K | Hold |
186
| – | – | ﹤0.01% | 2455 |
|
2021
Q2 | $13K | Sell |
186
-472
| -72% | -$33K | ﹤0.01% | 5657 |
|
2021
Q1 | $44.5K | Buy |
658
+437
| +198% | +$29.6K | ﹤0.01% | 2047 |
|
2020
Q4 | $17K | Sell |
221
-15
| -6% | -$1.15K | ﹤0.01% | 2115 |
|
2020
Q3 | $14K | Sell |
236
-2
| -0.8% | -$119 | ﹤0.01% | 2018 |
|
2020
Q2 | $12K | Sell |
238
-3
| -1% | -$151 | ﹤0.01% | 1969 |
|
2020
Q1 | $10K | Sell |
241
-2
| -0.8% | -$83 | ﹤0.01% | 1865 |
|
2019
Q4 | $10K | Buy |
243
+19
| +8% | +$782 | ﹤0.01% | 2023 |
|
2019
Q3 | $9K | Hold |
224
| – | – | ﹤0.01% | 2051 |
|
2019
Q2 | $9K | Buy |
+224
| New | +$9K | ﹤0.01% | 2034 |
|
2018
Q4 | – | Sell |
-292
| Closed | -$15K | – | 1760 |
|
2018
Q3 | $15K | Sell |
292
-1
| -0.3% | -$51 | ﹤0.01% | 1703 |
|
2018
Q2 | $16K | Sell |
293
-59
| -17% | -$3.22K | ﹤0.01% | 1552 |
|
2018
Q1 | $17K | Sell |
352
-28
| -7% | -$1.35K | ﹤0.01% | 1402 |
|
2017
Q4 | $17K | Buy |
380
+224
| +144% | +$10K | ﹤0.01% | 1186 |
|
2017
Q3 | $5K | Buy |
156
+54
| +53% | +$1.73K | ﹤0.01% | 1301 |
|
2017
Q2 | $4K | Sell |
102
-2
| -2% | -$78 | ﹤0.01% | 1285 |
|
2017
Q1 | $3K | Buy |
104
+100
| +2,500% | +$2.89K | ﹤0.01% | 1249 |
|
2016
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 886 |
|