Steward Partners Investment Advisory’s Simpson Manufacturing SSD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$525K	Buy	3,057 +121	+4%	+$22.3K	﹤0.01%	1500
2025 Q4	$474K	Buy	2,936 +28	+1%	+$4.73K	﹤0.01%	1458
2025 Q3	$487K	Buy	2,908 +178	+7%	+$31.9K	﹤0.01%	1394
2025 Q2	$424K	Sell	2,730 -14	-0.5%	-$2.17K	﹤0.01%	1379
2025 Q1	$431K	Sell	2,744 -13	-0.5%	-$2.13K	﹤0.01%	1281
2024 Q4	$457K	Buy	2,757 +9	+0.3%	+$1.65K	﹤0.01%	1207
2024 Q3	$526K	Buy	2,748 +405	+17%	+$72.7K	﹤0.01%	1089
2024 Q2	$395K	Hold	2,343	–	–	﹤0.01%	1164
2024 Q1	$481K	Sell	2,343 -155	-6%	-$30K	0.01%	1068
2023 Q4	$495K	Buy	2,498 +49	+2%	+$7.77K	0.01%	1008
2023 Q3	$367K	Buy	2,449 +242	+11%	+$36.8K	0.01%	1043
2023 Q2	$306K	Sell	2,207 -38	-2%	-$4.67K	﹤0.01%	1114
2023 Q1	$246K	Buy	2,245 +620	+38%	+$65K	﹤0.01%	1191
2022 Q4	$144K	Buy	1,625 +1,025	+171%	+$89.5K	﹤0.01%	1392
2022 Q3	$47K	Hold	600	–	–	﹤0.01%	1824
2022 Q2	$60K	Hold	600	–	–	﹤0.01%	1719
2022 Q1	$65K	Sell	600 -200	-25%	-$23.7K	﹤0.01%	1782
2021 Q4	$111K	Buy	800 +137	+21%	+$16.5K	﹤0.01%	1555
2021 Q3	$71K	Hold	663	–	–	﹤0.01%	1705
2021 Q2	$73K	Sell	663 -22	-3%	-$2.43K	﹤0.01%	2684
2021 Q1	$71.1K	Buy	685 +160	+30%	+$16K	﹤0.01%	1802
2020 Q4	$49K	Sell	525 -29	-5%	-$2.69K	﹤0.01%	1683
2020 Q3	$54K	Buy	554 +262	+90%	+$24.8K	﹤0.01%	1470
2020 Q2	$25K	Sell	292 -229	-44%	-$16.9K	﹤0.01%	1700
2020 Q1	$32K	Buy	521 +480	+1,171%	+$37.5K	﹤0.01%	1435
2019 Q4	$3K	Hold	41	–	–	﹤0.01%	2374
2019 Q3	$2K	Buy	+41	New	+$2.66K	﹤0.01%	2451