Steward Partners Investment Advisory’s Snap-on SNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $707K | Buy |
1,945
+152
| +8% | +$56.3K | ﹤0.01% | 1341 |
|
|
2025
Q4 | $618K | Sell |
1,793
-129
| -7% | -$44.1K | ﹤0.01% | 1303 |
|
|
2025
Q3 | $666K | Sell |
1,922
-80
| -4% | -$26.2K | ﹤0.01% | 1242 |
|
|
2025
Q2 | $623K | Buy |
2,002
+56
| +3% | +$17.8K | ﹤0.01% | 1194 |
|
|
2025
Q1 | $656K | Buy |
1,946
+45
| +2% | +$15.3K | 0.01% | 1100 |
|
|
2024
Q4 | $645K | Sell |
1,901
-65
| -3% | -$21.9K | 0.01% | 1043 |
|
|
2024
Q3 | $570K | Sell |
1,966
-154
| -7% | -$42.4K | 0.01% | 1056 |
|
|
2024
Q2 | $554K | Buy |
2,120
+107
| +5% | +$29.4K | 0.01% | 1023 |
|
|
2024
Q1 | $596K | Sell |
2,013
-7
| -0.3% | -$1.99K | 0.01% | 982 |
|
|
2023
Q4 | $584K | Buy |
2,020
+303
| +18% | +$81.8K | 0.01% | 934 |
|
|
2023
Q3 | $438K | Sell |
1,717
-5,801
| -77% | -$1.57M | 0.01% | 970 |
|
|
2023
Q2 | $2.17M | Sell |
7,518
-209
| -3% | -$54.1K | 0.03% | 464 |
|
|
2023
Q1 | $1.91M | Buy |
7,727
+281
| +4% | +$68.6K | 0.03% | 474 |
|
|
2022
Q4 | $1.7M | Buy |
7,446
+362
| +5% | +$81.8K | 0.03% | 503 |
|
|
2022
Q3 | $1.43M | Sell |
7,084
-252
| -3% | -$54.3K | 0.03% | 530 |
|
|
2022
Q2 | $1.45M | Buy |
7,336
+828
| +13% | +$176K | 0.03% | 531 |
|
|
2022
Q1 | $1.34M | Buy |
6,508
+1,093
| +20% | +$231K | 0.02% | 599 |
|
|
2021
Q4 | $1.17M | Sell |
5,415
-388
| -7% | -$82.9K | 0.02% | 641 |
|
|
2021
Q3 | $1.21M | Buy |
5,803
+187
| +3% | +$41.5K | 0.02% | 603 |
|
|
2021
Q2 | $1.25M | Sell |
5,616
-102
| -2% | -$24.4K | 0.02% | 589 |
|
|
2021
Q1 | $1.32M | Buy |
5,718
+544
| +11% | +$107K | 0.02% | 547 |
|
|
2020
Q4 | $885K | Buy |
5,174
+4,124
| +393% | +$689K | 0.02% | 598 |
|
|
2020
Q3 | $154K | Buy |
1,050
+32
| +3% | +$4.65K | ﹤0.01% | 1053 |
|
|
2020
Q2 | $141K | Buy |
1,018
+293
| +40% | +$37.2K | ﹤0.01% | 1003 |
|
|
2020
Q1 | $78K | Sell |
725
-86
| -11% | -$12.7K | ﹤0.01% | 1092 |
|
|
2019
Q4 | $137K | Buy |
811
+18
| +2% | +$2.94K | ﹤0.01% | 1006 |
|
|
2019
Q3 | $124K | Buy |
793
+14
| +2% | +$2.15K | ﹤0.01% | 1008 |
|
|
2019
Q2 | $129K | Buy |
+779
| New | +$127K | ﹤0.01% | 957 |
|
|
2018
Q4 | – | Sell |
-416
| Closed | -$76K | – | 1943 |
|
|
2018
Q3 | $76K | Buy |
416
+130
| +45% | +$22.7K | ﹤0.01% | 1026 |
|
|
2018
Q2 | $46K | Buy |
286
+20
| +8% | +$3.03K | ﹤0.01% | 1129 |
|
|
2018
Q1 | $39K | Buy |
266
+150
| +129% | +$24.7K | ﹤0.01% | 1089 |
|
|
2017
Q4 | $20K | Buy |
116
+87
| +300% | +$14.1K | ﹤0.01% | 1118 |
|
|
2017
Q3 | $4K | Buy |
29
+11
| +61% | +$1.65K | ﹤0.01% | 1363 |
|
|
2017
Q2 | $2K | Sell |
18
-33
| -65% | -$5.4K | ﹤0.01% | 1442 |
|
|
2017
Q1 | $8K | Buy |
51
+34
| +200% | +$5.85K | ﹤0.01% | 1008 |
|
|
2016
Q4 | $2K | Buy |
+17
| New | +$2.77K | ﹤0.01% | 767 |
|
Other funds holding SNA
VCM
VPM
