Steward Partners Investment Advisory’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $315K | Buy |
3,821
+289
| +8% | +$23.3K | ﹤0.01% | 1786 |
|
|
2025
Q4 | $275K | Sell |
3,532
-844
| -19% | -$67.5K | ﹤0.01% | 1759 |
|
|
2025
Q3 | $364K | Buy |
4,376
+645
| +17% | +$51.5K | ﹤0.01% | 1550 |
|
|
2025
Q2 | $304K | Sell |
3,731
-392
| -10% | -$30.6K | ﹤0.01% | 1550 |
|
|
2025
Q1 | $331K | Sell |
4,123
-315
| -7% | -$24.8K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $354K | Buy |
4,438
+212
| +5% | +$17.3K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $334K | Buy |
4,226
+2,682
| +174% | +$204K | ﹤0.01% | 1285 |
|
|
2024
Q2 | $110K | Buy |
1,544
+63
| +4% | +$4.47K | ﹤0.01% | 1733 |
|
|
2024
Q1 | $110K | Hold |
1,481
| – | – | ﹤0.01% | 1718 |
|
|
2023
Q4 | $101K | Sell |
1,481
-2,849
| -66% | -$172K | ﹤0.01% | 1700 |
|
|
2023
Q3 | $247K | Buy |
4,330
+2,809
| +185% | +$177K | ﹤0.01% | 1191 |
|
|
2023
Q2 | $98.2K | Sell |
1,521
-2,799
| -65% | -$187K | ﹤0.01% | 1596 |
|
|
2023
Q1 | $297K | Buy |
4,320
+250
| +6% | +$17.3K | ﹤0.01% | 1115 |
|
|
2022
Q4 | $281K | Buy |
4,070
+1
| +0% | +$67 | ﹤0.01% | 1103 |
|
|
2022
Q3 | $235K | Buy |
4,069
+1
| +0% | +$66 | ﹤0.01% | 1137 |
|
|
2022
Q2 | $281K | Sell |
4,068
-2,799
| -41% | -$191K | 0.01% | 1064 |
|
|
2022
Q1 | $452K | Sell |
6,867
-99
| -1% | -$6.24K | 0.01% | 956 |
|
|
2021
Q4 | $495K | Buy |
6,966
+1
| +0% | +$66 | 0.01% | 939 |
|
|
2021
Q3 | $420K | Sell |
6,965
-152
| -2% | -$9.25K | 0.01% | 966 |
|
|
2021
Q2 | $381K | Sell |
7,117
-499
| -7% | -$26.5K | 0.01% | 1048 |
|
|
2021
Q1 | $389K | Buy |
7,616
+49
| +0.6% | +$2.45K | 0.01% | 984 |
|
|
2020
Q4 | $372K | Buy |
7,567
+53
| +0.7% | +$2.52K | 0.01% | 841 |
|
|
2020
Q3 | $317K | Sell |
7,514
-549
| -7% | -$23.4K | 0.01% | 801 |
|
|
2020
Q2 | $314K | Buy |
8,063
+316
| +4% | +$12.1K | 0.01% | 745 |
|
|
2020
Q1 | $302K | Buy |
7,747
+551
| +8% | +$25.6K | 0.01% | 672 |
|
|
2019
Q4 | $331K | Buy |
7,196
+2,801
| +64% | +$126K | 0.01% | 735 |
|
|
2019
Q3 | $210K | Buy |
4,395
+501
| +13% | +$23.5K | 0.01% | 831 |
|
|
2019
Q2 | $182K | Buy |
+3,894
| New | +$168K | 0.01% | 848 |
|
|
2018
Q4 | – | Sell |
-3,423
| Closed | -$151K | – | 1910 |
|
|
2018
Q3 | $151K | Buy |
3,423
+2,999
| +707% | +$121K | 0.01% | 801 |
|
|
2018
Q2 | $15K | Buy |
424
+121
| +40% | +$4.48K | ﹤0.01% | 1588 |
|
|
2018
Q1 | $11K | Hold |
303
| – | – | ﹤0.01% | 1551 |
|
|
2017
Q4 | $11K | Hold |
303
| – | – | ﹤0.01% | 1327 |
|
|
2017
Q3 | $10K | Hold |
303
| – | – | ﹤0.01% | 1113 |
|
|
2017
Q2 | $10K | Hold |
303
| – | – | ﹤0.01% | 1041 |
|
|
2017
Q1 | $9K | Hold |
303
| – | – | ﹤0.01% | 973 |
|
|
2016
Q4 | $8K | Buy |
+303
| New | +$8.08K | ﹤0.01% | 599 |
|
Other funds holding SCI
VPM
VCM
