Steward Partners Investment Advisory’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-59
| Closed | -$2.58K | – | 3710 |
|
|
2023
Q4 | $2.58K | Hold |
59
| – | – | ﹤0.01% | 3159 |
|
|
2023
Q3 | $1.98K | Hold |
59
| – | – | ﹤0.01% | 3086 |
|
|
2023
Q2 | $2.32K | Hold |
59
| – | – | ﹤0.01% | 3000 |
|
|
2023
Q1 | $2.35K | Sell |
59
-322
| -85% | -$12.8K | ﹤0.01% | 2985 |
|
|
2022
Q4 | $15.2K | Sell |
381
-50
| -12% | -$2K | ﹤0.01% | 2372 |
|
|
2022
Q3 | $16K | Buy |
431
+50
| +13% | +$1.86K | ﹤0.01% | 2333 |
|
|
2022
Q2 | $14K | Sell |
381
-24
| -6% | -$882 | ﹤0.01% | 2398 |
|
|
2022
Q1 | $19K | Buy |
405
+124
| +44% | +$5.82K | ﹤0.01% | 2406 |
|
|
2021
Q4 | $14K | Buy |
281
+222
| +376% | +$11.1K | ﹤0.01% | 2487 |
|
|
2021
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 2956 |
|
|
2021
Q2 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 6810 |
|
|
2019
Q4 | – | Sell |
-800
| Closed | -$38K | – | 2779 |
|
|
2019
Q3 | $38K | Hold |
800
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q2 | $34K | Buy |
+800
| New | +$34K | ﹤0.01% | 1489 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$32K | – | 2297 |
|
|
2018
Q3 | $32K | Hold |
800
| – | – | ﹤0.01% | 1367 |
|
|
2018
Q2 | $32K | Buy |
+800
| New | +$32K | ﹤0.01% | 1278 |
|