Steward Partners Investment Advisory’s Tyler Technologies TYL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$133K	Sell	389 -123	-24%	-$45.8K	﹤0.01%	2214
2025 Q4	$233K	Buy	512 +40	+8%	+$19.1K	﹤0.01%	1852
2025 Q3	$247K	Buy	472 +34	+8%	+$19.1K	﹤0.01%	1757
2025 Q2	$260K	Buy	438 +1	+0.2%	+$566	﹤0.01%	1631
2025 Q1	$254K	Sell	437 -104	-19%	-$61.8K	﹤0.01%	1533
2024 Q4	$312K	Buy	541 +165	+44%	+$99.7K	﹤0.01%	1389
2024 Q3	$219K	Buy	376 +354	+1,609%	+$199K	﹤0.01%	1488
2024 Q2	$11.1K	Hold	22	–	–	﹤0.01%	2772
2024 Q1	$9.35K	Hold	22	–	–	﹤0.01%	2834
2023 Q4	$9.2K	Buy	+22	New	+$8.79K	﹤0.01%	2743
2023 Q3	–	Sell	-35	Closed	-$14.6K	–	3447
2023 Q2	$14.6K	Buy	+35	New	+$13.5K	﹤0.01%	2434
2022 Q4	–	Sell	-49	Closed	-$17K	–	3456
2022 Q3	$17K	Sell	49 -42	-46%	-$15.6K	﹤0.01%	2307
2022 Q2	$30K	Sell	91 -127	-58%	-$46.5K	﹤0.01%	2042
2022 Q1	$97K	Buy	218 +212	+3,533%	+$95.3K	﹤0.01%	1626
2021 Q4	$3K	Hold	6	–	–	﹤0.01%	2972
2021 Q3	$3K	Hold	6	–	–	﹤0.01%	2951
2021 Q2	$3K	Buy	6 +3	+100%	+$1.27K	﹤0.01%	6804
2021 Q1	$1.27K	Sell	3 -14	-82%	-$6.05K	﹤0.01%	3286
2020 Q4	$7K	Buy	+17	New	+$7.01K	﹤0.01%	2431
2019 Q4	–	Sell	-13	Closed	-$3K	–	2747
2019 Q3	$3K	Hold	13	–	–	﹤0.01%	2379
2019 Q2	$2K	Buy	+13	New	+$2.82K	﹤0.01%	2465
2018 Q4	–	Sell	-13	Closed	-$3K	–	2072
2018 Q3	$3K	Hold	13	–	–	﹤0.01%	2302
2018 Q2	$3K	Hold	13	–	–	﹤0.01%	2150
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	2044
2017 Q4	$2K	Buy	+13	New	+$2.31K	﹤0.01%	1725