Steward Partners Investment Advisory’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
4,744
-711
-13% -$159K 0.01% 971
2025
Q1
$797K Buy
5,455
+324
+6% +$47.4K 0.01% 1008
2024
Q4
$792K Buy
5,131
+723
+16% +$112K 0.01% 955
2024
Q3
$506K Buy
4,408
+120
+3% +$13.8K ﹤0.01% 1104
2024
Q2
$579K Sell
4,288
-1,214
-22% -$164K 0.01% 1001
2024
Q1
$889K Sell
5,502
-960
-15% -$155K 0.01% 839
2023
Q4
$1.29M Buy
6,462
+431
+7% +$85.8K 0.02% 648
2023
Q3
$921K Buy
6,031
+867
+17% +$132K 0.01% 703
2023
Q2
$909K Sell
5,164
-80
-2% -$14.1K 0.01% 719
2023
Q1
$809K Buy
5,244
+1,359
+35% +$210K 0.01% 759
2022
Q4
$558K Buy
3,885
+2,193
+130% +$315K 0.01% 874
2022
Q3
$288K Sell
1,692
-436
-20% -$74.2K 0.01% 1047
2022
Q2
$296K Sell
2,128
-277
-12% -$38.5K 0.01% 1040
2022
Q1
$551K Sell
2,405
-11,513
-83% -$2.64M 0.01% 893
2021
Q4
$4.72M Buy
13,918
+1,096
+9% +$371K 0.07% 280
2021
Q3
$3.88M Buy
12,822
+10,592
+475% +$3.2M 0.07% 296
2021
Q2
$539K Buy
2,230
+978
+78% +$236K 0.01% 901
2021
Q1
$287K Sell
1,252
-12
-0.9% -$2.75K 0.01% 1111
2020
Q4
$356K Buy
1,264
+611
+94% +$172K 0.01% 858
2020
Q3
$164K Buy
+653
New +$164K ﹤0.01% 1021