Steward Partners Investment Advisory’s Piedmont Lithium PLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58 | Sell |
10
-1,000
| -99% | -$5.8K | ﹤0.01% | 4058 |
|
|
2025
Q1 | $6.36K | Buy |
1,010
+10
| +1% | +$63 | ﹤0.01% | 3298 |
|
|
2024
Q4 | $8.74K | Hold |
1,000
| – | – | ﹤0.01% | 3156 |
|
|
2024
Q3 | $8.93K | Buy |
1,000
+985
| +6,567% | +$8.8K | ﹤0.01% | 2988 |
|
|
2024
Q2 | $150 | Hold |
15
| – | – | ﹤0.01% | 3539 |
|
|
2024
Q1 | $200 | Hold |
15
| – | – | ﹤0.01% | 3473 |
|
|
2023
Q4 | $423 | Hold |
15
| – | – | ﹤0.01% | 3370 |
|
|
2023
Q3 | $596 | Hold |
15
| – | – | ﹤0.01% | 3239 |
|
|
2023
Q2 | $866 | Sell |
15
-100
| -87% | -$5.77K | ﹤0.01% | 3146 |
|
|
2023
Q1 | $6.91K | Buy |
115
+53
| +85% | +$3.18K | ﹤0.01% | 2677 |
|
|
2022
Q4 | $2.73K | Hold |
62
| – | – | ﹤0.01% | 2948 |
|
|
2022
Q3 | $3K | Buy |
62
+47
| +313% | +$2.27K | ﹤0.01% | 2960 |
|
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 3150 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 3210 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3113 |
|