Steward Partners Investment Advisory’s Resideo Technologies REZI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15K	Buy	444 +23	+5%	+$821	﹤0.01%	3370
2025 Q4	$14.8K	Hold	421	–	–	﹤0.01%	3268
2025 Q3	$18.2K	Buy	421 +405	+2,531%	+$12.7K	﹤0.01%	3136
2025 Q2	$353	Sell	16 -16	-50%	-$305	﹤0.01%	3992
2025 Q1	$566	Buy	32 +1	+3%	+$21	﹤0.01%	3846
2024 Q4	$714	Buy	31 +15	+94%	+$352	﹤0.01%	3809
2024 Q3	$322	Sell	16 -217	-93%	-$4.3K	﹤0.01%	3631
2024 Q2	$4.56K	Hold	233	–	–	﹤0.01%	3073
2024 Q1	$5.22K	Sell	233 -3	-1%	-$59	﹤0.01%	3032
2023 Q4	$4.44K	Sell	236 -146	-38%	-$2.39K	﹤0.01%	3003
2023 Q3	$6.04K	Buy	382 +195	+104%	+$3.28K	﹤0.01%	2767
2023 Q2	$3.3K	Sell	187 -32	-15%	-$552	﹤0.01%	2922
2023 Q1	$4K	Sell	219 -39	-15%	-$705	﹤0.01%	2849
2022 Q4	$4.24K	Sell	258 -104	-29%	-$1.89K	﹤0.01%	2824
2022 Q3	$7K	Sell	362 -177	-33%	-$3.75K	﹤0.01%	2661
2022 Q2	$10K	Buy	539 +58	+12%	+$1.31K	﹤0.01%	2522
2022 Q1	$11K	Sell	481 -47	-9%	-$1.18K	﹤0.01%	2630
2021 Q4	$14K	Buy	528 +2	+0.4%	+$52	﹤0.01%	2479
2021 Q3	$13K	Sell	526 -7	-1%	-$204	﹤0.01%	2516
2021 Q2	$16K	Sell	533 -430	-45%	-$12.7K	﹤0.01%	5398
2021 Q1	$27.2K	Buy	963 +207	+27%	+$5.47K	﹤0.01%	2324
2020 Q4	$16K	Sell	756 -60	-7%	-$960	﹤0.01%	2138
2020 Q3	$9K	Buy	816 +60	+8%	+$760	﹤0.01%	2185
2020 Q2	$9K	Buy	756 +14	+2%	+$97	﹤0.01%	2088
2020 Q1	$3K	Sell	742 -437	-37%	-$4.12K	﹤0.01%	2233
2019 Q4	$14K	Sell	1,179 -239	-17%	-$2.72K	﹤0.01%	1898
2019 Q3	$20K	Sell	1,418 -121	-8%	-$2.03K	﹤0.01%	1729
2019 Q2	$33K	Buy	+1,539	New	+$32.5K	﹤0.01%	1498