Steward Partners Investment Advisory’s Solventum SOLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
3,244
-428
-12% -$32.5K ﹤0.01% 1656
2025
Q1
$279K Buy
3,672
+246
+7% +$18.7K ﹤0.01% 1482
2024
Q4
$226K Sell
3,426
-1,780
-34% -$118K ﹤0.01% 1535
2024
Q3
$363K Sell
5,206
-685
-12% -$47.8K ﹤0.01% 1251
2024
Q2
$312K Buy
+5,891
New +$312K ﹤0.01% 1261