Steward Partners Investment Advisory’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
1,772
-53
| -3% | -$3.82K | ﹤0.01% | 1972 |
|
|
2025
Q1 | $111K | Buy |
1,825
+1,498
| +458% | +$91.4K | ﹤0.01% | 1953 |
|
|
2024
Q4 | $24.2K | Sell |
327
-985
| -75% | -$72.8K | ﹤0.01% | 2691 |
|
|
2024
Q3 | $129K | Buy |
1,312
+107
| +9% | +$10.5K | ﹤0.01% | 1752 |
|
|
2024
Q2 | $88.8K | Buy |
1,205
+144
| +14% | +$10.6K | ﹤0.01% | 1839 |
|
|
2024
Q1 | $83.3K | Buy |
1,061
+732
| +222% | +$57.5K | ﹤0.01% | 1855 |
|
|
2023
Q4 | $26.3K | Buy |
329
+13
| +4% | +$1.04K | ﹤0.01% | 2270 |
|
|
2023
Q3 | $20.1K | Hold |
316
| – | – | ﹤0.01% | 2309 |
|
|
2023
Q2 | $17.8K | Hold |
316
| – | – | ﹤0.01% | 2348 |
|
|
2023
Q1 | $15.5K | Hold |
316
| – | – | ﹤0.01% | 2363 |
|
|
2022
Q4 | $14K | Hold |
316
| – | – | ﹤0.01% | 2415 |
|
|
2022
Q3 | $13K | Hold |
316
| – | – | ﹤0.01% | 2423 |
|
|
2022
Q2 | $17K | Hold |
316
| – | – | ﹤0.01% | 2299 |
|
|
2022
Q1 | $18K | Hold |
316
| – | – | ﹤0.01% | 2423 |
|
|
2021
Q4 | $17K | Hold |
316
| – | – | ﹤0.01% | 2396 |
|
|
2021
Q3 | $16K | Hold |
316
| – | – | ﹤0.01% | 2423 |
|
|
2021
Q2 | $14K | Hold |
316
| – | – | ﹤0.01% | 5610 |
|
|
2021
Q1 | $15.7K | Sell |
316
-66
| -17% | -$3.29K | ﹤0.01% | 2580 |
|
|
2020
Q4 | $17K | Buy |
382
+42
| +12% | +$1.87K | ﹤0.01% | 2116 |
|
|
2020
Q3 | $12K | Hold |
340
| – | – | ﹤0.01% | 2073 |
|
|
2020
Q2 | $12K | Hold |
340
| – | – | ﹤0.01% | 1970 |
|
|
2020
Q1 | $10K | Hold |
340
| – | – | ﹤0.01% | 1866 |
|
|
2019
Q4 | $14K | Hold |
340
| – | – | ﹤0.01% | 1896 |
|
|
2019
Q3 | $12K | Hold |
340
| – | – | ﹤0.01% | 1918 |
|
|
2019
Q2 | $11K | Buy |
+340
| New | +$11K | ﹤0.01% | 1948 |
|