SPIA
PLL

Steward Partners Investment Advisory’s Piedmont Lithium PLL Stock Holding History

Steward Partners Investment Advisory’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10
Closed -$58 – 4357
2025
Q2 		$58 Sell
10
-1,000
-99% -$6.54K ﹤0.01% 4058
2025
Q1 		$6.36K Buy
1,010
+10
+1% +$80 ﹤0.01% 3298
2024
Q4 		$8.74K Hold
1,000
– – ﹤0.01% 3156
2024
Q3 		$8.93K Buy
1,000
+985
+6,567% +$8.9K ﹤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% -$5.72K ﹤0.01% 3146
2023
Q1 		$6.91K Buy
115
+53
+85% +$3.22K ﹤0.01% 2677
2022
Q4 		$2.73K Hold
62
– – ﹤0.01% 2948
2022
Q3 		$3K Buy
62
+47
+313% +$2.42K ﹤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 +$878 ﹤0.01% 3113

Other funds holding PLL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's PLL Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Piedmont Lithium (PLL) in Q3 2025, closing a stake of 10 shares — an estimated $58 sold.

Steward Partners Investment Advisory first reported a position in PLL in Q4 2021 and held it in 15 quarters. The position peaked at $8.93K in Q3 2024. 1 fund tracked by Wall St. Rank holds PLL as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Piedmont Lithium position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10 Piedmont Lithium shares in Q3 2025, an estimated $58.
  • Steward Partners Investment Advisory first reported a position in Piedmont Lithium in Q4 2021 and held it in 15 quarters.
  • Steward Partners Investment Advisory's Piedmont Lithium position peaked at $8.93K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Piedmont Lithium as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.