Steward Partners Investment Advisory’s Southern Copper SCCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.62M Sell
15,219
-1,130
-7% -$203K 0.01% 802
2026
Q1
$2.75M Sell
16,349
-266
-2% -$48.1K 0.01% 733
2025
Q4
$2.31M Sell
16,615
-958
-5% -$125K 0.01% 739
2025
Q3
$2.05M Buy
17,573
+382
+2% +$37.1K 0.01% 767
2025
Q2
$1.66M Buy
17,191
+274
+2% +$23.8K 0.01% 780
2025
Q1
$1.49M Buy
16,917
+1,280
+8% +$114K 0.01% 767
2024
Q4
$1.33M Buy
15,637
+1,377
+10% +$136K 0.01% 771
2024
Q3
$1.53M Buy
14,260
+3,284
+30% +$320K 0.01% 715
2024
Q2
$1.09M Buy
10,976
+74
+0.7% +$7.78K 0.01% 779
2024
Q1
$1.06M Buy
10,902
+555
+5% +$43.8K 0.01% 767
2023
Q4
$816K Buy
10,347
+315
+3% +$21.7K 0.01% 797
2023
Q3
$692K Buy
10,032
+681
+7% +$49.2K 0.01% 805
2023
Q2
$615K Buy
9,351
+32
+0.3% +$2.16K 0.01% 866
2023
Q1
$651K Buy
9,319
+777
+9% +$52.2K 0.01% 826
2022
Q4
$473K Buy
8,542
+2,834
+50% +$143K 0.01% 923
2022
Q3
$234K Buy
5,708
+3
+0.1% +$131 ﹤0.01% 1140
2022
Q2
$260K Buy
5,705
+1,306
+30% +$74.5K ﹤0.01% 1101
2022
Q1
$306K Buy
4,399
+853
+24% +$54K ﹤0.01% 1127
2021
Q4
$200K Buy
3,546
+2,088
+143% +$115K ﹤0.01% 1320
2021
Q3
$75K Buy
1,458
+41
+3% +$2.35K ﹤0.01% 1679
2021
Q2
$83K Sell
1,417
-158
-10% -$10.1K ﹤0.01% 2509
2021
Q1
$97.9K Buy
1,575
+546
+53% +$35.9K ﹤0.01% 1640
2020
Q4
$61K Sell
1,029
-219
-18% -$11.1K ﹤0.01% 1577
2020
Q3
$52K Buy
1,248
+258
+26% +$10.6K ﹤0.01% 1489
2020
Q2
$36K Buy
990
+328
+50% +$10.3K ﹤0.01% 1550
2020
Q1
$17K Sell
662
-163
-20% -$5.4K ﹤0.01% 1674
2019
Q4
$32K Hold
825
﹤0.01% 1590
2019
Q3
$25K Sell
825
-55
-6% -$1.72K ﹤0.01% 1651
2019
Q2
$31K Buy
+880
New +$30.3K ﹤0.01% 1537
2018
Q4
Sell
-880
Closed -$35K 1893
2018
Q3
$35K Hold
880
﹤0.01% 1331
2018
Q2
$38K Hold
880
﹤0.01% 1208
2018
Q1
$43K Hold
880
﹤0.01% 1056
2017
Q4
$38K Buy
880
+218
+33% +$8.66K ﹤0.01% 924
2017
Q3
$24K Hold
662
﹤0.01% 892
2017
Q2
$20K Hold
662
﹤0.01% 865
2017
Q1
$21K Hold
662
﹤0.01% 747
2016
Q4
$19K Buy
+662
New +$18.4K 0.01% 454

Other funds holding SCCO

Steward Partners Investment Advisory's SCCO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Southern Copper (SCCO) stake by 6.9% in Q2 2026, selling an estimated $203K and leaving 15,219 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #802.

Steward Partners Investment Advisory first reported a position in SCCO in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.75M in Q1 2026. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Steward Partners Investment Advisory held 15,219 shares of Southern Copper worth $2.62M as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,130 Southern Copper shares in Q2 2026, an estimated $203K.
  • Southern Copper made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #802 holding.
  • Steward Partners Investment Advisory first reported a position in Southern Copper in Q4 2016 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Southern Copper position peaked at $2.75M in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.