Steward Partners Investment Advisory’s Strive 500 ETF STRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $196K | Sell |
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|
2024
Q3 | $198K | Buy |
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|
2024
Q2 | $181K | Buy |
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|
2024
Q1 | $169K | Hold |
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|
2023
Q4 | $153K | Buy |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $128K | Hold |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $97K | Buy |
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|
2022
Q3 | $36K | Buy |
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