Steward Partners Investment Advisory’s Turning Point Brands TPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82K | Buy |
+24
| New | +$1.82K | ﹤0.01% | 3756 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$42 | – | 3389 |
|
|
2023
Q1 | $42 | Hold |
2
| – | – | ﹤0.01% | 3274 |
|
|
2022
Q4 | $43 | Sell |
2
-58
| -97% | -$1.25K | ﹤0.01% | 3321 |
|
|
2022
Q3 | $1K | Sell |
60
-70
| -54% | -$1.17K | ﹤0.01% | 3172 |
|
|
2022
Q2 | $4K | Sell |
130
-294
| -69% | -$9.05K | ﹤0.01% | 2869 |
|
|
2022
Q1 | $14K | Sell |
424
-95
| -18% | -$3.14K | ﹤0.01% | 2532 |
|
|
2021
Q4 | $20K | Buy |
519
+73
| +16% | +$2.81K | ﹤0.01% | 2326 |
|
|
2021
Q3 | $21K | Buy |
446
+278
| +165% | +$13.1K | ﹤0.01% | 2311 |
|
|
2021
Q2 | $8K | Buy |
168
+35
| +26% | +$1.67K | ﹤0.01% | 6328 |
|
|
2021
Q1 | $6.94K | Buy |
+133
| New | +$6.94K | ﹤0.01% | 2923 |
|