Steward Partners Investment Advisory’s RH RH Stock Holding History

Steward Partners Investment Advisory’s Portfolio RH Stock Details RH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$521K	Buy	3,729 +2,234	+149%	+$407K	﹤0.01%	1506
2025 Q4	$268K	Buy	1,495 +702	+89%	+$120K	﹤0.01%	1775
2025 Q3	$161K	Buy	793 +188	+31%	+$40.8K	﹤0.01%	1970
2025 Q2	$114K	Buy	605 +65	+12%	+$12.1K	﹤0.01%	2035
2025 Q1	$127K	Sell	540 -9	-2%	-$3.12K	﹤0.01%	1886
2024 Q4	$216K	Buy	549 +31	+6%	+$11K	﹤0.01%	1563
2024 Q3	$173K	Buy	518 +26	+5%	+$7.16K	﹤0.01%	1596
2024 Q2	$120K	Sell	492 -30	-6%	-$7.89K	﹤0.01%	1694
2024 Q1	$182K	Sell	522 -465	-47%	-$127K	﹤0.01%	1478
2023 Q4	$288K	Buy	987 +479	+94%	+$124K	﹤0.01%	1232
2023 Q3	$134K	Sell	508 -291	-36%	-$101K	﹤0.01%	1440
2023 Q2	$263K	Sell	799 -141	-15%	-$36.9K	﹤0.01%	1171
2023 Q1	$229K	Buy	940 +108	+13%	+$31.4K	﹤0.01%	1218
2022 Q4	$222K	Buy	832 +22	+3%	+$5.73K	﹤0.01%	1198
2022 Q3	$199K	Sell	810 -50	-6%	-$13.5K	﹤0.01%	1205
2022 Q2	$183K	Sell	860 -315	-27%	-$93.5K	﹤0.01%	1240
2022 Q1	$383K	Buy	1,175 +460	+64%	+$184K	0.01%	1020
2021 Q4	$383K	Buy	715 +120	+20%	+$73.8K	0.01%	1046
2021 Q3	$397K	Sell	595 -20	-3%	-$13.8K	0.01%	996
2021 Q2	$418K	Sell	615 -2,810	-82%	-$1.82M	0.01%	1006
2021 Q1	$2.04M	Hold	3,425	–	–	0.04%	425
2020 Q4	$1.53M	Hold	3,425	–	–	0.03%	431
2020 Q3	$1.31M	Sell	3,425 -50	-1%	-$15.8K	0.03%	406
2020 Q2	$865K	Buy	3,475 +2,910	+515%	+$527K	0.02%	493
2020 Q1	$56K	Sell	565 -15	-3%	-$2.8K	﹤0.01%	1216
2019 Q4	$123K	Buy	580 +400	+222%	+$78K	﹤0.01%	1042
2019 Q3	$30K	Sell	180 -50	-22%	-$7.12K	﹤0.01%	1583
2019 Q2	$26K	Buy	+230	New	+$23.7K	﹤0.01%	1605
2018 Q4	–	Sell	-130	Closed	-$17K	–	1854
2018 Q3	$17K	Hold	130	–	–	﹤0.01%	1635
2018 Q2	$18K	Hold	130	–	–	﹤0.01%	1511
2018 Q1	$12K	Buy	130 +55	+73%	+$4.88K	﹤0.01%	1524
2017 Q4	$6K	Buy	+75	New	+$6.78K	﹤0.01%	1474