Steward Partners Investment Advisory’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4 | Hold |
2
| – | – | ﹤0.01% | 4106 |
|
|
2025
Q1 | $5 | Sell |
2
-1,000
| -100% | -$2.5K | ﹤0.01% | 4007 |
|
|
2024
Q4 | $2.55K | Hold |
1,002
| – | – | ﹤0.01% | 3575 |
|
|
2024
Q3 | $4.57K | Buy |
1,002
+998
| +24,950% | +$4.55K | ﹤0.01% | 3214 |
|
|
2024
Q2 | $19 | Hold |
4
| – | – | ﹤0.01% | 3593 |
|
|
2024
Q1 | $25 | Hold |
4
| – | – | ﹤0.01% | 3542 |
|
|
2023
Q4 | $32 | Hold |
4
| – | – | ﹤0.01% | 3472 |
|
|
2023
Q3 | $29 | Sell |
4
-350
| -99% | -$2.54K | ﹤0.01% | 3352 |
|
|
2023
Q2 | $3.07K | Hold |
354
| – | – | ﹤0.01% | 2941 |
|
|
2023
Q1 | $3.52K | Hold |
354
| – | – | ﹤0.01% | 2894 |
|
|
2022
Q4 | $2.58K | Sell |
354
-700
| -66% | -$5.1K | ﹤0.01% | 2964 |
|
|
2022
Q3 | $5K | Hold |
1,054
| – | – | ﹤0.01% | 2787 |
|
|
2022
Q2 | $6K | Hold |
1,054
| – | – | ﹤0.01% | 2721 |
|
|
2022
Q1 | $9K | Buy |
1,054
+350
| +50% | +$2.99K | ﹤0.01% | 2716 |
|
|
2021
Q4 | $6K | Hold |
704
| – | – | ﹤0.01% | 2785 |
|
|
2021
Q3 | $8K | Sell |
704
-617
| -47% | -$7.01K | ﹤0.01% | 2690 |
|
|
2021
Q2 | $17K | Buy |
1,321
+358
| +37% | +$4.61K | ﹤0.01% | 5312 |
|
|
2021
Q1 | $11.4K | Sell |
963
-2,230
| -70% | -$26.5K | ﹤0.01% | 2726 |
|
|
2020
Q4 | $37K | Sell |
3,193
-361
| -10% | -$4.18K | ﹤0.01% | 1817 |
|
|
2020
Q3 | $28K | Sell |
3,554
-1,283
| -27% | -$10.1K | ﹤0.01% | 1761 |
|
|
2020
Q2 | $34K | Buy |
4,837
+1
| +0% | +$7 | ﹤0.01% | 1575 |
|
|
2020
Q1 | $26K | Sell |
4,836
-1,606
| -25% | -$8.63K | ﹤0.01% | 1512 |
|
|
2019
Q4 | $156K | Buy |
6,442
+547
| +9% | +$13.2K | ﹤0.01% | 962 |
|
|
2019
Q3 | $152K | Buy |
5,895
+55
| +0.9% | +$1.42K | 0.01% | 938 |
|
|
2019
Q2 | $146K | Buy |
+5,840
| New | +$146K | 0.01% | 914 |
|
|
2018
Q4 | – | Sell |
-4,136
| Closed | -$119K | – | 1995 |
|
|
2018
Q3 | $119K | Buy |
4,136
+2,274
| +122% | +$65.4K | 0.01% | 874 |
|
|
2018
Q2 | $53K | Buy |
1,862
+356
| +24% | +$10.1K | ﹤0.01% | 1086 |
|
|
2018
Q1 | $38K | Buy |
+1,506
| New | +$38K | ﹤0.01% | 1102 |
|