Steward Partners Investment Advisory’s SITE Centers SITC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17	Closed	-$260	–	4144
2024 Q4	$260	Sell	17 -70	-80%	-$1.13K	﹤0.01%	3893
2024 Q3	$1.03K	Hold	87	–	–	﹤0.01%	3527
2024 Q2	$986	Hold	87	–	–	﹤0.01%	3393
2024 Q1	$996	Hold	87	–	–	﹤0.01%	3376
2023 Q4	$927	Hold	87	–	–	﹤0.01%	3317
2023 Q3	$838	Hold	87	–	–	﹤0.01%	3210
2023 Q2	$899	Hold	87	–	–	﹤0.01%	3141
2023 Q1	$835	Hold	87	–	–	﹤0.01%	3134
2022 Q4	$929	Hold	87	–	–	﹤0.01%	3127
2022 Q3	$1K	Hold	87	–	–	﹤0.01%	3166
2022 Q2	$1K	Hold	87	–	–	﹤0.01%	3160
2022 Q1	$1K	Hold	87	–	–	﹤0.01%	3221
2021 Q4	$1K	Hold	87	–	–	﹤0.01%	3122
2021 Q3	$1K	Hold	87	–	–	﹤0.01%	3104
2021 Q2	$1K	Buy	+87	New	+$997	﹤0.01%	6992
2018 Q4	–	Sell	-146	Closed	-$2K	–	1931
2018 Q3	$2K	Sell	146 -87	-37%	-$948	﹤0.01%	2399
2018 Q2	$3K	Buy	233 +176	+309%	+$1.75K	﹤0.01%	2142
2018 Q1	$0	Buy	+57	New	+$573	﹤0.01%	2318