Steward Partners Investment Advisory’s Uranium Energy UEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $258K | Buy |
37,990
+2,610
| +7% | +$17.7K | ﹤0.01% | 1633 |
|
2025
Q1 | $169K | Buy |
35,380
+15,000
| +74% | +$71.7K | ﹤0.01% | 1730 |
|
2024
Q4 | $136K | Buy |
20,380
+3,780
| +23% | +$25.3K | ﹤0.01% | 1818 |
|
2024
Q3 | $103K | Buy |
16,600
+8,500
| +105% | +$52.8K | ﹤0.01% | 1862 |
|
2024
Q2 | $48.7K | Sell |
8,100
-7,050
| -47% | -$42.4K | ﹤0.01% | 2120 |
|
2024
Q1 | $102K | Buy |
15,150
+5,550
| +58% | +$37.5K | ﹤0.01% | 1754 |
|
2023
Q4 | $61.4K | Buy |
9,600
+800
| +9% | +$5.12K | ﹤0.01% | 1890 |
|
2023
Q3 | $45.3K | Buy |
8,800
+1,000
| +13% | +$5.15K | ﹤0.01% | 1961 |
|
2023
Q2 | $26.5K | Sell |
7,800
-2,000
| -20% | -$6.8K | ﹤0.01% | 2150 |
|
2023
Q1 | $28.2K | Buy |
9,800
+300
| +3% | +$864 | ﹤0.01% | 2102 |
|
2022
Q4 | $36.9K | Hold |
9,500
| – | – | ﹤0.01% | 1956 |
|
2022
Q3 | $33K | Hold |
9,500
| – | – | ﹤0.01% | 1990 |
|
2022
Q2 | $29K | Buy |
9,500
+5,000
| +111% | +$15.3K | ﹤0.01% | 2068 |
|
2022
Q1 | $21K | Hold |
4,500
| – | – | ﹤0.01% | 2349 |
|
2021
Q4 | $15K | Buy |
+4,500
| New | +$15K | ﹤0.01% | 2451 |
|
2021
Q2 | – | Sell |
-2,500
| Closed | -$7.15K | – | 7402 |
|
2021
Q1 | $7.15K | Sell |
2,500
-507
| -17% | -$1.45K | ﹤0.01% | 2908 |
|
2020
Q4 | $5K | Hold |
3,007
| – | – | ﹤0.01% | 2537 |
|
2020
Q3 | $3K | Hold |
3,007
| – | – | ﹤0.01% | 2528 |
|
2020
Q2 | $3K | Hold |
3,007
| – | – | ﹤0.01% | 2421 |
|
2020
Q1 | $1K | Hold |
3,007
| – | – | ﹤0.01% | 2430 |
|
2019
Q4 | $2K | Buy |
3,007
+200
| +7% | +$133 | ﹤0.01% | 2456 |
|
2019
Q3 | $2K | Sell |
2,807
-193
| -6% | -$138 | ﹤0.01% | 2456 |
|
2019
Q2 | $4K | Buy |
+3,000
| New | +$4K | ﹤0.01% | 2300 |
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$3K | – | 2079 |
|
2018
Q3 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 2303 |
|
2018
Q2 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 2152 |
|
2018
Q1 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 2045 |
|
2017
Q4 | $3K | Buy |
+2,000
| New | +$3K | ﹤0.01% | 1654 |
|