Steward Partners Investment Advisory’s TriNet TNET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 3170 |
|
|
2025
Q1 | $11.9K | Hold |
150
| – | – | ﹤0.01% | 3012 |
|
|
2024
Q4 | $13.6K | Hold |
150
| – | – | ﹤0.01% | 2959 |
|
|
2024
Q3 | $14.5K | Hold |
150
| – | – | ﹤0.01% | 2796 |
|
|
2024
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 2636 |
|
|
2024
Q1 | $19.9K | Hold |
150
| – | – | ﹤0.01% | 2532 |
|
|
2023
Q4 | $17.8K | Hold |
150
| – | – | ﹤0.01% | 2459 |
|
|
2023
Q3 | $17.5K | Hold |
150
| – | – | ﹤0.01% | 2375 |
|
|
2023
Q2 | $14.2K | Hold |
150
| – | – | ﹤0.01% | 2445 |
|
|
2023
Q1 | $12.1K | Hold |
150
| – | – | ﹤0.01% | 2471 |
|
|
2022
Q4 | $10.2K | Hold |
150
| – | – | ﹤0.01% | 2535 |
|
|
2022
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 2504 |
|
|
2022
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 2464 |
|
|
2022
Q1 | $15K | Sell |
150
-380
| -72% | -$38K | ﹤0.01% | 2499 |
|
|
2021
Q4 | $50K | Sell |
530
-735
| -58% | -$69.3K | ﹤0.01% | 1915 |
|
|
2021
Q3 | $120K | Buy |
1,265
+1,015
| +406% | +$96.3K | ﹤0.01% | 1477 |
|
|
2021
Q2 | $18K | Hold |
250
| – | – | ﹤0.01% | 5251 |
|
|
2021
Q1 | $19.5K | Hold |
250
| – | – | ﹤0.01% | 2499 |
|
|
2020
Q4 | $20K | Hold |
250
| – | – | ﹤0.01% | 2066 |
|
|
2020
Q3 | $15K | Sell |
250
-1,600
| -86% | -$96K | ﹤0.01% | 1989 |
|
|
2020
Q2 | $113K | Buy |
1,850
+500
| +37% | +$30.5K | ﹤0.01% | 1103 |
|
|
2020
Q1 | $50K | Buy |
+1,350
| New | +$50K | ﹤0.01% | 1263 |
|