Steward Partners Investment Advisory’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
2,738
-174
| -6% | -$13.4K | ﹤0.01% | 1740 |
|
|
2025
Q1 | $191K | Buy |
2,912
+179
| +7% | +$11.7K | ﹤0.01% | 1671 |
|
|
2024
Q4 | $184K | Sell |
2,733
-837
| -23% | -$56.5K | ﹤0.01% | 1664 |
|
|
2024
Q3 | $220K | Buy |
3,570
+458
| +15% | +$28.2K | ﹤0.01% | 1487 |
|
|
2024
Q2 | $165K | Sell |
3,112
-1,224
| -28% | -$64.8K | ﹤0.01% | 1537 |
|
|
2024
Q1 | $234K | Buy |
4,336
+956
| +28% | +$51.6K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $153K | Buy |
3,380
+1,280
| +61% | +$58.1K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $83.4K | Hold |
2,100
| – | – | ﹤0.01% | 1662 |
|
|
2023
Q2 | $92.4K | Hold |
2,100
| – | – | ﹤0.01% | 1616 |
|
|
2023
Q1 | $77.6K | Hold |
2,100
| – | – | ﹤0.01% | 1687 |
|
|
2022
Q4 | $71.4K | Hold |
2,100
| – | – | ﹤0.01% | 1693 |
|
|
2022
Q3 | $56K | Sell |
2,100
-1,000
| -32% | -$26.7K | ﹤0.01% | 1732 |
|
|
2022
Q2 | $95K | Hold |
3,100
| – | – | ﹤0.01% | 1515 |
|
|
2022
Q1 | $117K | Hold |
3,100
| – | – | ﹤0.01% | 1544 |
|
|
2021
Q4 | $108K | Hold |
3,100
| – | – | ﹤0.01% | 1568 |
|
|
2021
Q3 | $107K | Sell |
3,100
-1,109
| -26% | -$38.3K | ﹤0.01% | 1513 |
|
|
2021
Q2 | $161K | Hold |
4,209
| – | – | ﹤0.01% | 1709 |
|
|
2021
Q1 | $160K | Buy |
4,209
+509
| +14% | +$19.4K | ﹤0.01% | 1394 |
|
|
2020
Q4 | $123K | Hold |
3,700
| – | – | ﹤0.01% | 1281 |
|
|
2020
Q3 | $82K | Sell |
3,700
-2,445
| -40% | -$54.2K | ﹤0.01% | 1297 |
|
|
2020
Q2 | $121K | Buy |
6,145
+4,395
| +251% | +$86.5K | ﹤0.01% | 1069 |
|
|
2020
Q1 | $30K | Buy |
1,750
+1,385
| +379% | +$23.7K | ﹤0.01% | 1459 |
|
|
2019
Q4 | $15K | Buy |
365
+215
| +143% | +$8.84K | ﹤0.01% | 1871 |
|
|
2019
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 2210 |
|
|
2019
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 2240 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$2K | – | 2094 |
|
|
2018
Q3 | $2K | Sell |
50
-847
| -94% | -$33.9K | ﹤0.01% | 2409 |
|
|
2018
Q2 | $34K | Buy |
897
+847
| +1,694% | +$32.1K | ﹤0.01% | 1261 |
|
|
2018
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2166 |
|
|
2017
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1813 |
|