Steward Partners Investment Advisory’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Sell |
4,416
-81
| -2% | -$562 | ﹤0.01% | 2726 |
|
|
2025
Q1 | $28.4K | Sell |
4,497
-119
| -3% | -$752 | ﹤0.01% | 2655 |
|
|
2024
Q4 | $40.2K | Buy |
4,616
+72
| +2% | +$626 | ﹤0.01% | 2446 |
|
|
2024
Q3 | $21.3K | Buy |
4,544
+766
| +20% | +$3.59K | ﹤0.01% | 2640 |
|
|
2024
Q2 | $12.8K | Sell |
3,778
-215
| -5% | -$727 | ﹤0.01% | 2721 |
|
|
2024
Q1 | $17.1K | Sell |
3,993
-539
| -12% | -$2.31K | ﹤0.01% | 2583 |
|
|
2023
Q4 | $27.6K | Buy |
4,532
+282
| +7% | +$1.72K | ﹤0.01% | 2246 |
|
|
2023
Q3 | $21.5K | Buy |
4,250
+415
| +11% | +$2.1K | ﹤0.01% | 2274 |
|
|
2023
Q2 | $29.5K | Buy |
3,835
+185
| +5% | +$1.42K | ﹤0.01% | 2088 |
|
|
2023
Q1 | $41.4K | Sell |
3,650
-500
| -12% | -$5.67K | ﹤0.01% | 1942 |
|
|
2022
Q4 | $33K | Hold |
4,150
| – | – | ﹤0.01% | 2003 |
|
|
2022
Q3 | $29K | Sell |
4,150
-4,128
| -50% | -$28.8K | ﹤0.01% | 2046 |
|
|
2022
Q2 | $76K | Buy |
8,278
+1,244
| +18% | +$11.4K | ﹤0.01% | 1606 |
|
|
2022
Q1 | $186K | Buy |
7,034
+3,107
| +79% | +$82.2K | ﹤0.01% | 1330 |
|
|
2021
Q4 | $140K | Buy |
3,927
+959
| +32% | +$34.2K | ﹤0.01% | 1453 |
|
|
2021
Q3 | $258K | Sell |
2,968
-1,616
| -35% | -$140K | ﹤0.01% | 1162 |
|
|
2021
Q2 | $569K | Sell |
4,584
-720
| -14% | -$89.4K | 0.01% | 882 |
|
|
2021
Q1 | $596K | Buy |
5,304
+583
| +12% | +$65.6K | 0.01% | 822 |
|
|
2020
Q4 | $716K | Buy |
4,721
+514
| +12% | +$78K | 0.02% | 660 |
|
|
2020
Q3 | $418K | Buy |
4,207
+1,232
| +41% | +$122K | 0.01% | 719 |
|
|
2020
Q2 | $172K | Sell |
2,975
-13,025
| -81% | -$753K | ﹤0.01% | 933 |
|
|
2020
Q1 | $424K | Buy |
16,000
+14,725
| +1,155% | +$390K | 0.02% | 599 |
|
|
2019
Q4 | $36K | Buy |
+1,275
| New | +$36K | ﹤0.01% | 1541 |
|