Steward Partners Investment Advisory’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $72.4K | Hold |
1,225
| – | – | ﹤0.01% | 2574 |
|
|
2025
Q4 | $65.4K | Sell |
1,225
-100
| -8% | -$5.05K | ﹤0.01% | 2530 |
|
|
2025
Q3 | $68K | Buy |
1,325
+100
| +8% | +$5.09K | ﹤0.01% | 2459 |
|
|
2025
Q2 | $57.2K | Hold |
1,225
| – | – | ﹤0.01% | 2403 |
|
|
2025
Q1 | $46.3K | Buy |
1,225
+100
| +9% | +$4.37K | ﹤0.01% | 2424 |
|
|
2024
Q4 | $52K | Sell |
1,125
-140
| -11% | -$7.3K | ﹤0.01% | 2315 |
|
|
2024
Q3 | $66.9K | Sell |
1,265
-1,404
| -53% | -$77.6K | ﹤0.01% | 2086 |
|
|
2024
Q2 | $146K | Buy |
2,669
+1,544
| +137% | +$91.6K | ﹤0.01% | 1594 |
|
|
2024
Q1 | $72.5K | Buy |
1,125
+1,070
| +1,945% | +$62.8K | ﹤0.01% | 1918 |
|
|
2023
Q4 | $3.16K | Sell |
55
-1,185
| -96% | -$61.3K | ﹤0.01% | 3111 |
|
|
2023
Q3 | $71.4K | Buy |
1,240
+740
| +148% | +$44.1K | ﹤0.01% | 1741 |
|
|
2023
Q2 | $29.9K | Hold |
500
| – | – | ﹤0.01% | 2085 |
|
|
2023
Q1 | $24.2K | Sell |
500
-500
| -50% | -$25.6K | ﹤0.01% | 2168 |
|
|
2022
Q4 | $42.7K | Hold |
1,000
| – | – | ﹤0.01% | 1903 |
|
|
2022
Q3 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 2033 |
|
|
2022
Q2 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 2096 |
|
|
2022
Q1 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 2089 |
|
|
2021
Q4 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 1983 |
|
|
2021
Q3 | $42K | Hold |
1,000
| – | – | ﹤0.01% | 1985 |
|
|
2021
Q2 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 3510 |
|
|
2021
Q1 | $46.1K | Hold |
1,000
| – | – | ﹤0.01% | 2032 |
|
|
2020
Q4 | $35K | Buy |
+1,000
| New | +$29.5K | ﹤0.01% | 1841 |
|
|
2020
Q2 | – | Sell |
-174
| Closed | -$2K | – | 2746 |
|
|
2020
Q1 | $2K | Hold |
174
| – | – | ﹤0.01% | 2322 |
|
|
2019
Q4 | $5K | Sell |
174
-304
| -64% | -$8.54K | ﹤0.01% | 2254 |
|
|
2019
Q3 | $12K | Sell |
478
-165
| -26% | -$4.54K | ﹤0.01% | 1922 |
|
|
2019
Q2 | $20K | Buy |
+643
| New | +$19.7K | ﹤0.01% | 1718 |
|
|
2018
Q4 | – | Sell |
-692
| Closed | -$28K | – | 2019 |
|
|
2018
Q3 | $28K | Buy |
692
+83
| +14% | +$3.38K | ﹤0.01% | 1413 |
|
|
2018
Q2 | $26K | Hold |
609
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q1 | $22K | Buy |
609
+103
| +20% | +$4.47K | ﹤0.01% | 1300 |
|
|
2017
Q4 | $24K | Buy |
506
+375
| +286% | +$17.3K | ﹤0.01% | 1059 |
|
|
2017
Q3 | $5K | Buy |
+131
| New | +$5.18K | ﹤0.01% | 1305 |
|
Other funds holding TEX
VPM
VCM
