Steward Partners Investment Advisory’s SPX Corp SPXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Sell
2,550
-141
-5% -$23.6K ﹤0.01% 1374
2025
Q1
$347K Sell
2,691
-1,470
-35% -$189K ﹤0.01% 1377
2024
Q4
$606K Sell
4,161
-11,933
-74% -$1.74M 0.01% 1073
2024
Q3
$2.57M Buy
16,094
+13,027
+425% +$2.08M 0.02% 547
2024
Q2
$436K Buy
3,067
+3,022
+6,716% +$430K ﹤0.01% 1119
2024
Q1
$5.54K Sell
45
-4
-8% -$493 ﹤0.01% 3011
2023
Q4
$4.95K Buy
49
+4
+9% +$404 ﹤0.01% 2961
2023
Q3
$3.66K Hold
45
﹤0.01% 2923
2023
Q2
$3.82K Hold
45
﹤0.01% 2878
2023
Q1
$3.18K Hold
45
﹤0.01% 2924
2022
Q4
$2.95K Hold
45
﹤0.01% 2933
2022
Q3
$2K Hold
45
﹤0.01% 3063
2022
Q2
$2K Hold
45
﹤0.01% 3044
2022
Q1
$2K Hold
45
﹤0.01% 3115
2021
Q4
$3K Hold
45
﹤0.01% 2965
2021
Q3
$2K Hold
45
﹤0.01% 3012
2021
Q2
$3K Hold
45
﹤0.01% 6797
2021
Q1
$2.62K Hold
45
﹤0.01% 3174
2020
Q4
$2K Hold
45
﹤0.01% 2732
2020
Q3
$2K Hold
45
﹤0.01% 2600
2020
Q2
$2K Hold
45
﹤0.01% 2494
2020
Q1
$1K Hold
45
﹤0.01% 2421
2019
Q4
$2K Hold
45
﹤0.01% 2452
2019
Q3
$1K Hold
45
﹤0.01% 2552
2019
Q2
$1K Buy
+45
New +$1K ﹤0.01% 2554
2018
Q4
Sell
-45
Closed -$1K 1969
2018
Q3
$1K Hold
45
﹤0.01% 2528
2018
Q2
$2K Hold
45
﹤0.01% 2252
2018
Q1
$1K Hold
45
﹤0.01% 2162
2017
Q4
$1K Buy
+45
New +$1K ﹤0.01% 1809