Steward Partners Investment Advisory’s Sabesp SBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $198K | Buy |
32,505
+879
| +3% | +$4.83K | ﹤0.01% | 2021 |
|
|
2025
Q4 | $151K | Buy |
31,626
+156
| +0.5% | +$753 | ﹤0.01% | 2081 |
|
|
2025
Q3 | $152K | Hold |
31,470
| – | – | ﹤0.01% | 2008 |
|
|
2025
Q2 | $134K | Hold |
31,470
| – | – | ﹤0.01% | 1950 |
|
|
2025
Q1 | $109K | Hold |
31,470
| – | – | ﹤0.01% | 1967 |
|
|
2024
Q4 | $87.5K | Hold |
31,470
| – | – | ﹤0.01% | 2048 |
|
|
2024
Q3 | $101K | Hold |
31,470
| – | – | ﹤0.01% | 1869 |
|
|
2024
Q2 | $82.1K | Hold |
31,470
| – | – | ﹤0.01% | 1874 |
|
|
2024
Q1 | $103K | Buy |
31,470
+778
| +3% | +$2.38K | ﹤0.01% | 1753 |
|
|
2023
Q4 | $90.6K | Sell |
30,692
-2,578
| -8% | -$6.55K | ﹤0.01% | 1737 |
|
|
2023
Q3 | $78.2K | Hold |
33,270
| – | – | ﹤0.01% | 1695 |
|
|
2023
Q2 | $76.4K | Sell |
33,270
-3,609
| -10% | -$7.23K | ﹤0.01% | 1710 |
|
|
2023
Q1 | $71.6K | Hold |
36,879
| – | – | ﹤0.01% | 1715 |
|
|
2022
Q4 | $76.2K | Hold |
36,879
| – | – | ﹤0.01% | 1663 |
|
|
2022
Q3 | $65K | Hold |
36,879
| – | – | ﹤0.01% | 1669 |
|
|
2022
Q2 | $57K | Sell |
36,879
-10,313
| -22% | -$18.6K | ﹤0.01% | 1742 |
|
|
2022
Q1 | $90K | Hold |
47,192
| – | – | ﹤0.01% | 1648 |
|
|
2021
Q4 | $67K | Sell |
47,192
-14,016
| -23% | -$18.2K | ﹤0.01% | 1765 |
|
|
2021
Q3 | $84K | Hold |
61,208
| – | – | ﹤0.01% | 1636 |
|
|
2021
Q2 | $88K | Hold |
61,208
| – | – | ﹤0.01% | 2435 |
|
|
2021
Q1 | $87K | Sell |
61,208
-19,595
| -24% | -$28.2K | ﹤0.01% | 1695 |
|
|
2020
Q4 | $135K | Buy |
80,803
+18,914
| +31% | +$30.7K | ﹤0.01% | 1240 |
|
|
2020
Q3 | $100K | Hold |
61,889
| – | – | ﹤0.01% | 1226 |
|
|
2020
Q2 | $126K | Hold |
61,889
| – | – | ﹤0.01% | 1055 |
|
|
2020
Q1 | $88K | Hold |
61,889
| – | – | ﹤0.01% | 1048 |
|
|
2019
Q4 | $180K | Buy |
61,889
+4,007
| +7% | +$10.3K | 0.01% | 912 |
|
|
2019
Q3 | $133K | Hold |
57,882
| – | – | ﹤0.01% | 980 |
|
|
2019
Q2 | $136K | Hold |
57,882
| – | – | 0.01% | 938 |
|
|
2019
Q1 | $118K | Hold |
57,882
| – | – | 0.01% | 771 |
|
|
2018
Q4 | $90K | Sell |
57,882
-9,282
| -14% | -$13.3K | ﹤0.01% | 751 |
|
|
2018
Q3 | $77K | Hold |
67,164
| – | – | ﹤0.01% | 1020 |
|
|
2018
Q2 | $78K | Buy |
67,164
+867
| +1% | +$1.36K | ﹤0.01% | 930 |
|
|
2018
Q1 | $136K | Buy |
66,297
+4,625
| +7% | +$9.94K | 0.01% | 701 |
|
|
2017
Q4 | $124K | Buy |
61,672
+60,620
| +5,762% | +$116K | 0.01% | 608 |
|
|
2017
Q3 | $2K | Buy |
+1,052
| New | +$2.13K | ﹤0.01% | 1517 |
|
|
2017
Q1 | – | Sell |
-603
| Closed | -$1K | – | 1557 |
|
|
2016
Q4 | $1K | Buy |
+603
| New | +$1.06K | ﹤0.01% | 825 |
|
Other funds holding SBS
MNA
LBA
