Steward Partners Investment Advisory’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.4M Buy
368,939
+211,586
+134% +$19.7M 0.27% 71
2025
Q1
$11.5M Buy
157,353
+32,495
+26% +$2.37M 0.1% 201
2024
Q4
$7.53M Buy
124,858
+18,735
+18% +$1.13M 0.07% 283
2024
Q3
$7.98M Sell
106,123
-8,708
-8% -$654K 0.07% 263
2024
Q2
$8.35M Buy
114,831
+8,182
+8% +$595K 0.09% 231
2024
Q1
$8.21M Buy
106,649
+51,443
+93% +$3.96M 0.09% 238
2023
Q4
$3.4M Sell
55,206
-10,613
-16% -$653K 0.05% 369
2023
Q3
$3.03M Buy
65,819
+15,112
+30% +$695K 0.05% 365
2023
Q2
$2.19M Sell
50,707
-2,804
-5% -$121K 0.03% 458
2023
Q1
$1.7M Buy
53,511
+2,312
+5% +$73.3K 0.03% 512
2022
Q4
$1.27M Sell
51,199
-1,039
-2% -$25.7K 0.02% 592
2022
Q3
$1.38M Sell
52,238
-6,563
-11% -$174K 0.03% 535
2022
Q2
$1.2M Buy
58,801
+15,914
+37% +$326K 0.02% 579
2022
Q1
$1.53M Buy
42,887
+14,364
+50% +$512K 0.02% 561
2021
Q4
$1.2M Buy
28,523
+5,840
+26% +$245K 0.02% 637
2021
Q3
$1.02M Sell
22,683
-40,314
-64% -$1.81M 0.02% 658
2021
Q2
$3.16M Buy
62,997
+39,510
+168% +$1.98M 0.05% 340
2021
Q1
$1.28M Buy
23,487
+9,471
+68% +$516K 0.02% 564
2020
Q4
$715K Buy
14,016
+1,450
+12% +$74K 0.02% 661
2020
Q3
$458K Sell
12,566
-4,764
-27% -$174K 0.01% 698
2020
Q2
$539K Buy
17,330
+9,578
+124% +$298K 0.02% 608
2020
Q1
$216K Buy
7,752
+2,289
+42% +$63.8K 0.01% 766
2019
Q4
$162K Sell
5,463
-1,445
-21% -$42.9K ﹤0.01% 948
2019
Q3
$210K Buy
6,908
+249
+4% +$7.57K 0.01% 832
2019
Q2
$308K Buy
+6,659
New +$308K 0.01% 682