Steward Partners Investment Advisory’s Alleghany Corporation Y Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14
| Closed | -$12K | – | 3515 |
|
|
2022
Q3 | $12K | Buy |
14
+2
| +17% | +$1.71K | ﹤0.01% | 2468 |
|
|
2022
Q2 | $10K | Hold |
12
| – | – | ﹤0.01% | 2533 |
|
|
2022
Q1 | $10K | Sell |
12
-1
| -8% | -$833 | ﹤0.01% | 2688 |
|
|
2021
Q4 | $9K | Hold |
13
| – | – | ﹤0.01% | 2670 |
|
|
2021
Q3 | $8K | Hold |
13
| – | – | ﹤0.01% | 2700 |
|
|
2021
Q2 | $9K | Hold |
13
| – | – | ﹤0.01% | 6274 |
|
|
2021
Q1 | $8.14K | Hold |
13
| – | – | ﹤0.01% | 2864 |
|
|
2020
Q4 | $8K | Hold |
13
| – | – | ﹤0.01% | 2396 |
|
|
2020
Q3 | $7K | Buy |
13
+9
| +225% | +$4.85K | ﹤0.01% | 2288 |
|
|
2020
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 2521 |
|
|
2020
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 2343 |
|
|
2019
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 2395 |
|
|
2019
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 2390 |
|
|
2019
Q2 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 2485 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | -$3K | – | 2359 |
|
|
2018
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 2316 |
|
|
2018
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 2284 |
|
|
2018
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 2067 |
|
|
2017
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 1738 |
|
|
2017
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 1544 |
|
|
2017
Q2 | $2K | Sell |
4
-5
| -56% | -$2.5K | ﹤0.01% | 1467 |
|
|
2017
Q1 | $5K | Buy |
9
+5
| +125% | +$2.78K | ﹤0.01% | 1146 |
|
|
2016
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 780 |
|