Steward Partners Investment Advisory’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Buy |
965
+46
| +5% | +$1.11K | ﹤0.01% | 2851 |
|
|
2025
Q1 | $18K | Buy |
919
+300
| +48% | +$5.88K | ﹤0.01% | 2856 |
|
|
2024
Q4 | $13.9K | Hold |
619
| – | – | ﹤0.01% | 2954 |
|
|
2024
Q3 | $14K | Sell |
619
-135
| -18% | -$3.05K | ﹤0.01% | 2814 |
|
|
2024
Q2 | $12.3K | Sell |
754
-537
| -42% | -$8.73K | ﹤0.01% | 2738 |
|
|
2024
Q1 | $34.5K | Sell |
1,291
-45
| -3% | -$1.2K | ﹤0.01% | 2284 |
|
|
2023
Q4 | $54.6K | Buy |
1,336
+34
| +3% | +$1.39K | ﹤0.01% | 1944 |
|
|
2023
Q3 | $40.9K | Buy |
1,302
+483
| +59% | +$15.2K | ﹤0.01% | 1995 |
|
|
2023
Q2 | $35.6K | Hold |
819
| – | – | ﹤0.01% | 2028 |
|
|
2023
Q1 | $26.6K | Hold |
819
| – | – | ﹤0.01% | 2129 |
|
|
2022
Q4 | $23.4K | Sell |
819
-347
| -30% | -$9.92K | ﹤0.01% | 2166 |
|
|
2022
Q3 | $37K | Sell |
1,166
-3
| -0.3% | -$95 | ﹤0.01% | 1935 |
|
|
2022
Q2 | $43K | Sell |
1,169
-2,164
| -65% | -$79.6K | ﹤0.01% | 1876 |
|
|
2022
Q1 | $331K | Buy |
3,333
+1,513
| +83% | +$150K | 0.01% | 1084 |
|
|
2021
Q4 | $260K | Sell |
1,820
-499
| -22% | -$71.3K | ﹤0.01% | 1202 |
|
|
2021
Q3 | $293K | Sell |
2,319
-1,143
| -33% | -$144K | 0.01% | 1113 |
|
|
2021
Q2 | $380K | Sell |
3,462
-705
| -17% | -$77.4K | 0.01% | 1048 |
|
|
2021
Q1 | $418K | Buy |
4,167
+777
| +23% | +$77.9K | 0.01% | 952 |
|
|
2020
Q4 | $520K | Buy |
+3,390
| New | +$520K | 0.01% | 752 |
|