Steward Partners Investment Advisory’s Simpson Manufacturing SSD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $424K | Sell |
2,730
-14
| -0.5% | -$2.17K | ﹤0.01% | 1379 |
|
2025
Q1 | $431K | Sell |
2,744
-13
| -0.5% | -$2.04K | ﹤0.01% | 1281 |
|
2024
Q4 | $457K | Buy |
2,757
+9
| +0.3% | +$1.49K | ﹤0.01% | 1207 |
|
2024
Q3 | $526K | Buy |
2,748
+405
| +17% | +$77.5K | ﹤0.01% | 1089 |
|
2024
Q2 | $395K | Hold |
2,343
| – | – | ﹤0.01% | 1164 |
|
2024
Q1 | $481K | Sell |
2,343
-155
| -6% | -$31.8K | 0.01% | 1068 |
|
2023
Q4 | $495K | Buy |
2,498
+49
| +2% | +$9.7K | 0.01% | 1008 |
|
2023
Q3 | $367K | Buy |
2,449
+242
| +11% | +$36.3K | 0.01% | 1043 |
|
2023
Q2 | $306K | Sell |
2,207
-38
| -2% | -$5.26K | ﹤0.01% | 1114 |
|
2023
Q1 | $246K | Buy |
2,245
+620
| +38% | +$68K | ﹤0.01% | 1191 |
|
2022
Q4 | $144K | Buy |
1,625
+1,025
| +171% | +$90.9K | ﹤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% | -$21.7K | ﹤0.01% | 1782 |
|
2021
Q4 | $111K | Buy |
800
+137
| +21% | +$19K | ﹤0.01% | 1555 |
|
2021
Q3 | $71K | Hold |
663
| – | – | ﹤0.01% | 1705 |
|
2021
Q2 | $73K | Sell |
663
-22
| -3% | -$2.42K | ﹤0.01% | 2683 |
|
2021
Q1 | $71.1K | Buy |
685
+160
| +30% | +$16.6K | ﹤0.01% | 1802 |
|
2020
Q4 | $49K | Sell |
525
-29
| -5% | -$2.71K | ﹤0.01% | 1683 |
|
2020
Q3 | $54K | Buy |
554
+262
| +90% | +$25.5K | ﹤0.01% | 1470 |
|
2020
Q2 | $25K | Sell |
292
-229
| -44% | -$19.6K | ﹤0.01% | 1700 |
|
2020
Q1 | $32K | Buy |
521
+480
| +1,171% | +$29.5K | ﹤0.01% | 1435 |
|
2019
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 2374 |
|
2019
Q3 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 2451 |
|