Steward Partners Investment Advisory’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
914
-57
| -6% | -$7.09K | ﹤0.01% | 2038 |
|
|
2025
Q1 | $95.1K | Sell |
971
-215
| -18% | -$21.1K | ﹤0.01% | 2044 |
|
|
2024
Q4 | $128K | Buy |
1,186
+1,051
| +779% | +$114K | ﹤0.01% | 1855 |
|
|
2024
Q3 | $8.81K | Buy |
135
+40
| +42% | +$2.61K | ﹤0.01% | 2993 |
|
|
2024
Q2 | $5.4K | Sell |
95
-262
| -73% | -$14.9K | ﹤0.01% | 3017 |
|
|
2024
Q1 | $21.8K | Buy |
357
+15
| +4% | +$917 | ﹤0.01% | 2491 |
|
|
2023
Q4 | $25.9K | Buy |
342
+45
| +15% | +$3.41K | ﹤0.01% | 2282 |
|
|
2023
Q3 | $17.4K | Sell |
297
-512
| -63% | -$30K | ﹤0.01% | 2378 |
|
|
2023
Q2 | $51.5K | Sell |
809
-533
| -40% | -$33.9K | ﹤0.01% | 1869 |
|
|
2023
Q1 | $89.4K | Sell |
1,342
-1,425
| -51% | -$94.9K | ﹤0.01% | 1633 |
|
|
2022
Q4 | $135K | Sell |
2,767
-125
| -4% | -$6.12K | ﹤0.01% | 1417 |
|
|
2022
Q3 | $200K | Buy |
2,892
+1,904
| +193% | +$132K | ﹤0.01% | 1201 |
|
|
2022
Q2 | $83K | Sell |
988
-381
| -28% | -$32K | ﹤0.01% | 1574 |
|
|
2022
Q1 | $226K | Sell |
1,369
-1,450
| -51% | -$239K | ﹤0.01% | 1248 |
|
|
2021
Q4 | $742K | Buy |
2,819
+2,028
| +256% | +$534K | 0.01% | 800 |
|
|
2021
Q3 | $252K | Buy |
791
+289
| +58% | +$92.1K | ﹤0.01% | 1176 |
|
|
2021
Q2 | $198K | Sell |
502
-370
| -42% | -$146K | ﹤0.01% | 1553 |
|
|
2021
Q1 | $297K | Buy |
872
+327
| +60% | +$111K | 0.01% | 1098 |
|
|
2020
Q4 | $184K | Buy |
545
+117
| +27% | +$39.5K | ﹤0.01% | 1106 |
|
|
2020
Q3 | $106K | Sell |
428
-202
| -32% | -$50K | ﹤0.01% | 1202 |
|
|
2020
Q2 | $138K | Sell |
630
-175
| -22% | -$38.3K | ﹤0.01% | 1009 |
|
|
2020
Q1 | $72K | Sell |
805
-325
| -29% | -$29.1K | ﹤0.01% | 1124 |
|
|
2019
Q4 | $111K | Buy |
1,130
+11
| +1% | +$1.08K | ﹤0.01% | 1097 |
|
|
2019
Q3 | $123K | Buy |
1,119
+215
| +24% | +$23.6K | ﹤0.01% | 1011 |
|
|
2019
Q2 | $123K | Buy |
+904
| New | +$123K | ﹤0.01% | 976 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$7K | – | 2547 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 1703 |
|
|
2017
Q4 | $4K | Sell |
200
-500
| -71% | -$10K | ﹤0.01% | 1587 |
|
|
2017
Q3 | $20K | Hold |
700
| – | – | ﹤0.01% | 941 |
|
|
2017
Q2 | $20K | Sell |
700
-175
| -20% | -$5K | ﹤0.01% | 867 |
|
|
2017
Q1 | $25K | Buy |
+875
| New | +$25K | ﹤0.01% | 704 |
|