Steward Partners Investment Advisory’s LMP Capital and Income Fund SCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
175,974
-2,343
| -1% | -$36.6K | 0.02% | 601 |
|
|
2025
Q1 | $2.84M | Buy |
178,317
+2,590
| +1% | +$41.3K | 0.03% | 546 |
|
|
2024
Q4 | $3.02M | Buy |
175,727
+20,400
| +13% | +$351K | 0.03% | 511 |
|
|
2024
Q3 | $2.73M | Buy |
155,327
+5,372
| +4% | +$94.5K | 0.03% | 529 |
|
|
2024
Q2 | $2.32M | Buy |
149,955
+13,487
| +10% | +$209K | 0.02% | 537 |
|
|
2024
Q1 | $2.13M | Buy |
136,468
+21,294
| +18% | +$333K | 0.02% | 568 |
|
|
2023
Q4 | $1.61M | Buy |
115,174
+2,793
| +2% | +$39.1K | 0.02% | 565 |
|
|
2023
Q3 | $1.4M | Buy |
112,381
+8,906
| +9% | +$111K | 0.02% | 564 |
|
|
2023
Q2 | $1.33M | Buy |
103,475
+8,750
| +9% | +$112K | 0.02% | 606 |
|
|
2023
Q1 | $1.16M | Buy |
94,725
+9,175
| +11% | +$112K | 0.02% | 650 |
|
|
2022
Q4 | $1.03M | Buy |
85,550
+300
| +0.4% | +$3.61K | 0.02% | 657 |
|
|
2022
Q3 | $961K | Buy |
85,250
+84,970
| +30,346% | +$958K | 0.02% | 638 |
|
|
2022
Q2 | $3K | Buy |
+280
| New | +$3K | ﹤0.01% | 2939 |
|
|
2021
Q2 | – | Sell |
-4,550
| Closed | -$57.8K | – | 7354 |
|
|
2021
Q1 | $57.8K | Buy |
+4,550
| New | +$57.8K | ﹤0.01% | 1910 |
|
|
2018
Q4 | – | Sell |
-77
| Closed | -$1K | – | 1896 |
|
|
2018
Q3 | $1K | Hold |
77
| – | – | ﹤0.01% | 2522 |
|
|
2018
Q2 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 2384 |
|