Steward Partners Investment Advisory’s Telephone and Data Systems TDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $107K | Sell |
3,002
-41
| -1% | -$1.46K | ﹤0.01% | 2072 |
|
2025
Q1 | $118K | Sell |
3,043
-18
| -0.6% | -$697 | ﹤0.01% | 1928 |
|
2024
Q4 | $104K | Sell |
3,061
-1,642
| -35% | -$56K | ﹤0.01% | 1960 |
|
2024
Q3 | $109K | Sell |
4,703
-7,461
| -61% | -$173K | ﹤0.01% | 1829 |
|
2024
Q2 | $252K | Sell |
12,164
-1,242
| -9% | -$25.7K | ﹤0.01% | 1344 |
|
2024
Q1 | $215K | Buy |
13,406
+12,731
| +1,886% | +$204K | ﹤0.01% | 1400 |
|
2023
Q4 | $12.4K | Hold |
675
| – | – | ﹤0.01% | 2618 |
|
2023
Q3 | $12.4K | Hold |
675
| – | – | ﹤0.01% | 2510 |
|
2023
Q2 | $5.56K | Sell |
675
-3,281
| -83% | -$27K | ﹤0.01% | 2762 |
|
2023
Q1 | $41.6K | Sell |
3,956
-276
| -7% | -$2.9K | ﹤0.01% | 1939 |
|
2022
Q4 | $44.4K | Hold |
4,232
| – | – | ﹤0.01% | 1886 |
|
2022
Q3 | $59K | Hold |
4,232
| – | – | ﹤0.01% | 1714 |
|
2022
Q2 | $67K | Hold |
4,232
| – | – | ﹤0.01% | 1664 |
|
2022
Q1 | $80K | Buy |
4,232
+205
| +5% | +$3.88K | ﹤0.01% | 1698 |
|
2021
Q4 | $81K | Sell |
4,027
-138,252
| -97% | -$2.78M | ﹤0.01% | 1683 |
|
2021
Q3 | $2.77M | Buy |
142,279
+135,025
| +1,861% | +$2.63M | 0.05% | 372 |
|
2021
Q2 | $164K | Buy |
7,254
+3,973
| +121% | +$89.8K | ﹤0.01% | 1692 |
|
2021
Q1 | $75.3K | Hold |
3,281
| – | – | ﹤0.01% | 1774 |
|
2020
Q4 | $61K | Hold |
3,281
| – | – | ﹤0.01% | 1578 |
|
2020
Q3 | $61K | Hold |
3,281
| – | – | ﹤0.01% | 1412 |
|
2020
Q2 | $65K | Hold |
3,281
| – | – | ﹤0.01% | 1309 |
|
2020
Q1 | $54K | Hold |
3,281
| – | – | ﹤0.01% | 1230 |
|
2019
Q4 | $83K | Hold |
3,281
| – | – | ﹤0.01% | 1195 |
|
2019
Q3 | $84K | Hold |
3,281
| – | – | ﹤0.01% | 1159 |
|
2019
Q2 | $99K | Buy |
+3,281
| New | +$99K | ﹤0.01% | 1066 |
|
2018
Q4 | – | Sell |
-3,281
| Closed | -$100K | – | 2011 |
|
2018
Q3 | $100K | Buy |
+3,281
| New | +$100K | ﹤0.01% | 933 |
|
2017
Q3 | – | Sell |
-5,445
| Closed | -$151K | – | 1756 |
|
2017
Q2 | $151K | Sell |
5,445
-3,244
| -37% | -$90K | 0.02% | 446 |
|
2017
Q1 | $230K | Buy |
8,689
+3,244
| +60% | +$85.9K | 0.03% | 305 |
|
2016
Q4 | $157K | Buy |
+5,445
| New | +$157K | 0.07% | 205 |
|