Steward Partners Investment Advisory’s SiteOne Landscape Supply SITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.6K Buy
179
+25
+16% +$3.02K ﹤0.01% 2886
2025
Q1
$18.7K Hold
154
﹤0.01% 2837
2024
Q4
$20.3K Sell
154
-18
-10% -$2.37K ﹤0.01% 2789
2024
Q3
$26K Buy
172
+40
+30% +$6.04K ﹤0.01% 2547
2024
Q2
$16K Sell
132
-43
-25% -$5.22K ﹤0.01% 2611
2024
Q1
$30.5K Buy
175
+57
+48% +$9.95K ﹤0.01% 2331
2023
Q4
$19.2K Buy
+118
New +$19.2K ﹤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% -$3.64K ﹤0.01% 2755
2022
Q3
$8K Sell
76
-27
-26% -$2.84K ﹤0.01% 2624
2022
Q2
$12K Sell
103
-193
-65% -$22.5K ﹤0.01% 2461
2022
Q1
$48K Buy
296
+273
+1,187% +$44.3K ﹤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% -$12.3K ﹤0.01% 6706
2021
Q1
$16.1K Buy
94
+56
+147% +$9.56K ﹤0.01% 2569
2020
Q4
$6K Buy
+38
New +$6K ﹤0.01% 2478
2017
Q3
Sell
-26
Closed -$1K 1751
2017
Q2
$1K Buy
+26
New +$1K ﹤0.01% 1550