Steward Partners Investment Advisory’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.6K | Hold |
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|
2025
Q2 | $23.4K | Buy |
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|
2025
Q1 | $18K | Buy |
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|
2024
Q4 | $13.9K | Hold |
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|
2024
Q3 | $14K | Sell |
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|
2024
Q2 | $12.3K | Sell |
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|
2024
Q1 | $34.5K | Sell |
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|
2023
Q4 | $54.6K | Buy |
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|
2023
Q3 | $40.9K | Buy |
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|
2023
Q2 | $35.6K | Hold |
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|
2023
Q1 | $26.6K | Hold |
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|
2022
Q4 | $23.4K | Sell |
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|
2022
Q3 | $37K | Sell |
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|
2022
Q2 | $43K | Sell |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $418K | Buy |
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|
2020
Q4 | $520K | Buy |
|