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 |
|