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Steward Partners Investment Advisory’s ReposiTrak TRAK Stock Holding History

Steward Partners Investment Advisory’s Portfolio TRAK Stock Details TRAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$80K Hold
4,071
– – ﹤0.01% 2236
2025
Q1 		$82.5K Hold
4,071
– – ﹤0.01% 2123
2024
Q4 		$90.1K Hold
4,071
– – ﹤0.01% 2034
2024
Q3 		$75.2K Buy
+4,071
New +$75.2K ﹤0.01% 2028