Steward Partners Investment Advisory’s SPS Commerce SPSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.2K	Sell	345 -99	-22%	-$7.13K	﹤0.01%	3255
2025 Q4	$39.6K	Sell	444 -7	-2%	-$649	﹤0.01%	2795
2025 Q3	$47K	Buy	451 +427	+1,779%	+$50.8K	﹤0.01%	2639
2025 Q2	$3.27K	Hold	24	–	–	﹤0.01%	3605
2025 Q1	$3.19K	Sell	24 -53	-69%	-$8.33K	﹤0.01%	3521
2024 Q4	$14.2K	Buy	+77	New	+$14.4K	﹤0.01%	2946
2024 Q2	–	Sell	-125	Closed	-$23.1K	–	3710
2024 Q1	$23.1K	Buy	125 +122	+4,067%	+$22.5K	﹤0.01%	2461
2023 Q4	$582	Buy	+3	New	+$523	﹤0.01%	3351
2022 Q2	–	Sell	-74	Closed	-$10K	–	3362
2022 Q1	$10K	Buy	+74	New	+$9.27K	﹤0.01%	2676
2021 Q2	–	Sell	-36	Closed	-$3.58K	–	7378
2021 Q1	$3.58K	Buy	36 +19	+112%	+$2.01K	﹤0.01%	3092
2020 Q4	$2K	Buy	+17	New	+$1.59K	﹤0.01%	2731