Steward Partners Investment Advisory’s Peloton Interactive PTON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.5K	Sell	4,316 -27,776	-87%	-$135K	﹤0.01%	3269
2025 Q4	$198K	Buy	32,092 +27,665	+625%	+$195K	﹤0.01%	1938
2025 Q3	$39.8K	Buy	4,427 +11	+0.2%	+$82	﹤0.01%	2719
2025 Q2	$30.6K	Sell	4,416 -81	-2%	-$526	﹤0.01%	2726
2025 Q1	$28.4K	Sell	4,497 -119	-3%	-$934	﹤0.01%	2655
2024 Q4	$40.2K	Buy	4,616 +72	+2%	+$561	﹤0.01%	2446
2024 Q3	$21.3K	Buy	4,544 +766	+20%	+$3.01K	﹤0.01%	2640
2024 Q2	$12.8K	Sell	3,778 -215	-5%	-$770	﹤0.01%	2721
2024 Q1	$17.1K	Sell	3,993 -539	-12%	-$2.66K	﹤0.01%	2583
2023 Q4	$27.6K	Buy	4,532 +282	+7%	+$1.52K	﹤0.01%	2246
2023 Q3	$21.5K	Buy	4,250 +415	+11%	+$2.95K	﹤0.01%	2274
2023 Q2	$29.5K	Buy	3,835 +185	+5%	+$1.57K	﹤0.01%	2088
2023 Q1	$41.4K	Sell	3,650 -500	-12%	-$6.01K	﹤0.01%	1942
2022 Q4	$33K	Hold	4,150	–	–	﹤0.01%	2003
2022 Q3	$29K	Sell	4,150 -4,128	-50%	-$42K	﹤0.01%	2046
2022 Q2	$76K	Buy	8,278 +1,244	+18%	+$20K	﹤0.01%	1606
2022 Q1	$186K	Buy	7,034 +3,107	+79%	+$89.1K	﹤0.01%	1330
2021 Q4	$140K	Buy	3,927 +959	+32%	+$58.5K	﹤0.01%	1453
2021 Q3	$258K	Sell	2,968 -1,616	-35%	-$179K	﹤0.01%	1162
2021 Q2	$569K	Sell	4,584 -720	-14%	-$76.6K	0.01%	883
2021 Q1	$596K	Buy	5,304 +583	+12%	+$77.3K	0.01%	822
2020 Q4	$716K	Buy	4,721 +514	+12%	+$62.6K	0.02%	660
2020 Q3	$418K	Buy	4,207 +1,232	+41%	+$90.6K	0.01%	719
2020 Q2	$172K	Sell	2,975 -13,025	-81%	-$539K	﹤0.01%	933
2020 Q1	$424K	Buy	16,000 +14,725	+1,155%	+$410K	0.02%	599
2019 Q4	$36K	Buy	+1,275	New	+$34.3K	﹤0.01%	1541