Steward Partners Investment Advisory’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.4K | Sell |
81
-2
| -2% | -$1.36K | ﹤0.01% | 2635 |
|
|
2025
Q4 | $46.2K | Buy |
83
+22
| +36% | +$13.9K | ﹤0.01% | 2712 |
|
|
2025
Q3 | $40.5K | Sell |
61
-15
| -20% | -$7.49K | ﹤0.01% | 2702 |
|
|
2025
Q2 | $31.4K | Hold |
76
| – | – | ﹤0.01% | 2710 |
|
|
2025
Q1 | $23.6K | Hold |
76
| – | – | ﹤0.01% | 2730 |
|
|
2024
Q4 | $25.2K | Hold |
76
| – | – | ﹤0.01% | 2674 |
|
|
2024
Q3 | $16.8K | Hold |
76
| – | – | ﹤0.01% | 2729 |
|
|
2024
Q2 | $11K | Buy |
76
+1
| +1% | +$128 | ﹤0.01% | 2776 |
|
|
2024
Q1 | $8.74K | Buy |
75
+13
| +21% | +$1.59K | ﹤0.01% | 2859 |
|
|
2023
Q4 | $8.68K | Hold |
62
| – | – | ﹤0.01% | 2763 |
|
|
2023
Q3 | $8.98K | Hold |
62
| – | – | ﹤0.01% | 2634 |
|
|
2023
Q2 | $10.8K | Buy |
62
+1
| +2% | +$202 | ﹤0.01% | 2543 |
|
|
2023
Q1 | $16.7K | Hold |
61
| – | – | ﹤0.01% | 2328 |
|
|
2022
Q4 | $16.8K | Hold |
61
| – | – | ﹤0.01% | 2325 |
|
|
2022
Q3 | $18K | Hold |
61
| – | – | ﹤0.01% | 2277 |
|
|
2022
Q2 | $15K | Hold |
61
| – | – | ﹤0.01% | 2357 |
|
|
2022
Q1 | $18K | Hold |
61
| – | – | ﹤0.01% | 2426 |
|
|
2021
Q4 | $19K | Hold |
61
| – | – | ﹤0.01% | 2352 |
|
|
2021
Q3 | $18K | Buy |
61
+1
| +2% | +$309 | ﹤0.01% | 2375 |
|
|
2021
Q2 | $19K | Hold |
60
| – | – | ﹤0.01% | 5206 |
|
|
2021
Q1 | $18K | Hold |
60
| – | – | ﹤0.01% | 2523 |
|
|
2020
Q4 | $17K | Hold |
60
| – | – | ﹤0.01% | 2119 |
|
|
2020
Q3 | $10K | Hold |
60
| – | – | ﹤0.01% | 2153 |
|
|
2020
Q2 | $10K | Hold |
60
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 1950 |
|
|
2019
Q4 | $11K | Hold |
60
| – | – | ﹤0.01% | 1991 |
|
|
2019
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 2158 |
|
|
2019
Q2 | $7K | Buy |
+60
| New | +$8.69K | ﹤0.01% | 2132 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$6K | – | 2082 |
|
|
2018
Q3 | $6K | Buy |
+60
| New | +$5.29K | ﹤0.01% | 2080 |
|
|
2018
Q2 | – | Sell |
-225
| Closed | -$15K | – | 2547 |
|
|
2018
Q1 | $15K | Hold |
225
| – | – | ﹤0.01% | 1450 |
|
|
2017
Q4 | $15K | Hold |
225
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q3 | $12K | Hold |
225
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q2 | $11K | Hold |
225
| – | – | ﹤0.01% | 1026 |
|
|
2017
Q1 | $11K | Buy |
+225
| New | +$12.3K | ﹤0.01% | 921 |
|
Other funds holding UI
SIM
