Steward Partners Investment Advisory’s SiteOne Landscape Supply SITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.6K | Sell |
658
-481
| -42% | -$68K | ﹤0.01% | 2448 |
|
|
2025
Q4 | $142K | Buy |
1,139
+149
| +15% | +$18.9K | ﹤0.01% | 2105 |
|
|
2025
Q3 | $128K | Buy |
990
+811
| +453% | +$110K | ﹤0.01% | 2092 |
|
|
2025
Q2 | $21.6K | Buy |
179
+25
| +16% | +$2.95K | ﹤0.01% | 2886 |
|
|
2025
Q1 | $18.7K | Hold |
154
| – | – | ﹤0.01% | 2837 |
|
|
2024
Q4 | $20.3K | Sell |
154
-18
| -10% | -$2.6K | ﹤0.01% | 2789 |
|
|
2024
Q3 | $26K | Buy |
172
+40
| +30% | +$5.48K | ﹤0.01% | 2547 |
|
|
2024
Q2 | $16K | Sell |
132
-43
| -25% | -$6.5K | ﹤0.01% | 2611 |
|
|
2024
Q1 | $30.5K | Buy |
175
+57
| +48% | +$9.41K | ﹤0.01% | 2331 |
|
|
2023
Q4 | $19.2K | Buy |
+118
| New | +$17.2K | ﹤0.01% | 2428 |
|
|
2023
Q3 | – | Sell |
-45
| Closed | -$7.53K | – | 3439 |
|
|
2023
Q2 | $7.53K | Hold |
45
| – | – | ﹤0.01% | 2658 |
|
|
2023
Q1 | $6.16K | Hold |
45
| – | – | ﹤0.01% | 2716 |
|
|
2022
Q4 | $5.28K | Sell |
45
-31
| -41% | -$3.61K | ﹤0.01% | 2755 |
|
|
2022
Q3 | $8K | Sell |
76
-27
| -26% | -$3.38K | ﹤0.01% | 2624 |
|
|
2022
Q2 | $12K | Sell |
103
-193
| -65% | -$25.9K | ﹤0.01% | 2461 |
|
|
2022
Q1 | $48K | Buy |
296
+273
| +1,187% | +$49.6K | ﹤0.01% | 1942 |
|
|
2021
Q4 | $6K | Hold |
23
| – | – | ﹤0.01% | 2782 |
|
|
2021
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 2822 |
|
|
2021
Q2 | $4K | Sell |
23
-71
| -76% | -$12.4K | ﹤0.01% | 6708 |
|
|
2021
Q1 | $16.1K | Buy |
94
+56
| +147% | +$9.29K | ﹤0.01% | 2569 |
|
|
2020
Q4 | $6K | Buy |
+38
| New | +$5.21K | ﹤0.01% | 2478 |
|
|
2017
Q3 | – | Sell |
-26
| Closed | -$1K | – | 1751 |
|
|
2017
Q2 | $1K | Buy |
+26
| New | +$1.3K | ﹤0.01% | 1550 |
|
Other funds holding SITE
WA
VCM
VPM
CCA