Steward Partners Investment Advisory’s TIM SA TIMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $644 | Buy |
32
+6
| +23% | +$121 | ﹤0.01% | 3936 |
|
2025
Q1 | $407 | Sell |
26
-35
| -57% | -$548 | ﹤0.01% | 3876 |
|
2024
Q4 | $717 | Hold |
61
| – | – | ﹤0.01% | 3808 |
|
2024
Q3 | $1.05K | Hold |
61
| – | – | ﹤0.01% | 3526 |
|
2024
Q2 | $874 | Hold |
61
| – | – | ﹤0.01% | 3409 |
|
2024
Q1 | $1.08K | Hold |
61
| – | – | ﹤0.01% | 3362 |
|
2023
Q4 | $1.13K | Hold |
61
| – | – | ﹤0.01% | 3294 |
|
2023
Q3 | $909 | Hold |
61
| – | – | ﹤0.01% | 3203 |
|
2023
Q2 | $933 | Hold |
61
| – | – | ﹤0.01% | 3140 |
|
2023
Q1 | $754 | Hold |
61
| – | – | ﹤0.01% | 3145 |
|
2022
Q4 | $711 | Hold |
61
| – | – | ﹤0.01% | 3158 |
|
2022
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 3171 |
|
2022
Q2 | $1K | Hold |
61
| – | – | ﹤0.01% | 3168 |
|
2022
Q1 | $1K | Hold |
61
| – | – | ﹤0.01% | 3225 |
|
2021
Q4 | $1K | Sell |
61
-154
| -72% | -$2.53K | ﹤0.01% | 3129 |
|
2021
Q3 | $2K | Hold |
215
| – | – | ﹤0.01% | 3016 |
|
2021
Q2 | $2K | Hold |
215
| – | – | ﹤0.01% | 6894 |
|
2021
Q1 | $2.44K | Buy |
215
+154
| +252% | +$1.75K | ﹤0.01% | 3189 |
|
2020
Q4 | $1K | Sell |
61
-140
| -70% | -$2.3K | ﹤0.01% | 2815 |
|
2020
Q3 | $2K | Hold |
201
| – | – | ﹤0.01% | 2604 |
|
2020
Q2 | $3K | Hold |
201
| – | – | ﹤0.01% | 2420 |
|
2020
Q1 | $2K | Hold |
201
| – | – | ﹤0.01% | 2324 |
|
2019
Q4 | $3K | Hold |
201
| – | – | ﹤0.01% | 2378 |
|
2019
Q3 | $2K | Hold |
201
| – | – | ﹤0.01% | 2455 |
|
2019
Q2 | $3K | Buy |
+201
| New | +$3K | ﹤0.01% | 2380 |
|
2018
Q4 | – | Sell |
-201
| Closed | -$3K | – | 2032 |
|
2018
Q3 | $3K | Hold |
201
| – | – | ﹤0.01% | 2301 |
|
2018
Q2 | $3K | Hold |
201
| – | – | ﹤0.01% | 2148 |
|
2018
Q1 | $4K | Hold |
201
| – | – | ﹤0.01% | 1871 |
|
2017
Q4 | $3K | Buy |
201
+140
| +230% | +$2.09K | ﹤0.01% | 1652 |
|
2017
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 1614 |
|
2017
Q2 | $0 | Hold |
61
| – | – | ﹤0.01% | 1696 |
|
2017
Q1 | $0 | Hold |
61
| – | – | ﹤0.01% | 1564 |
|
2016
Q4 | $0 | Buy |
+61
| New | – | ﹤0.01% | 895 |
|