Steward Partners Investment Advisory’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15K | Buy |
+31
| New | +$1.15K | ﹤0.01% | 3836 |
|
|
2024
Q4 | – | Sell |
-1,615
| Closed | -$93.7K | – | 4098 |
|
|
2024
Q3 | $93.7K | Buy |
1,615
+156
| +11% | +$9.05K | ﹤0.01% | 1910 |
|
|
2024
Q2 | $60.7K | Sell |
1,459
-18
| -1% | -$749 | ﹤0.01% | 2010 |
|
|
2024
Q1 | $62.5K | Buy |
+1,477
| New | +$62.5K | ﹤0.01% | 1990 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 3381 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 3322 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 3335 |
|
|
2021
Q2 | $0 | Sell |
1
-76
| -99% | – | ﹤0.01% | 7395 |
|
|
2021
Q1 | $16.4K | Buy |
77
+14
| +22% | +$2.98K | ﹤0.01% | 2564 |
|
|
2020
Q4 | $17K | Buy |
63
+22
| +54% | +$5.94K | ﹤0.01% | 2118 |
|
|
2020
Q3 | $13K | Buy |
+41
| New | +$13K | ﹤0.01% | 2052 |
|