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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68K | Buy |
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|
2025
Q2 | $57.2K | Hold |
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|
2025
Q1 | $46.3K | Buy |
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|
2024
Q4 | $52K | Sell |
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|
2024
Q3 | $66.9K | Sell |
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|
2024
Q2 | $146K | Buy |
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|
2024
Q1 | $72.5K | Buy |
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|
2023
Q4 | $3.16K | Sell |
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|
2023
Q3 | $71.4K | Buy |
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|
2023
Q2 | $29.9K | Hold |
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|
2023
Q1 | $24.2K | Sell |
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|
2022
Q4 | $42.7K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $46.1K | Hold |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $12K | Sell |
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|
2019
Q2 | $20K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $28K | Buy |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $22K | Buy |
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|
2017
Q4 | $24K | Buy |
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|
2017
Q3 | $5K | Buy |
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