Steward Partners Investment Advisory’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68K | Hold |
49
| – | – | ﹤0.01% | 3773 |
|
|
2025
Q1 | $1.81K | Hold |
49
| – | – | ﹤0.01% | 3662 |
|
|
2024
Q4 | $1.9K | Buy |
+49
| New | +$1.9K | ﹤0.01% | 3646 |
|
|
2021
Q1 | – | Sell |
-49
| Closed | -$2K | – | 3513 |
|
|
2020
Q4 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 2741 |
|
|
2020
Q1 | – | Sell |
-3,060
| Closed | -$106K | – | 2726 |
|
|
2019
Q4 | $106K | Hold |
3,060
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q3 | $106K | Buy |
3,060
+752
| +33% | +$26.1K | ﹤0.01% | 1063 |
|
|
2019
Q2 | $78K | Buy |
+2,308
| New | +$78K | ﹤0.01% | 1161 |
|
|
2019
Q1 | – | Sell |
-5,897
| Closed | -$206K | – | 843 |
|
|
2018
Q4 | $206K | Buy |
5,897
+1,946
| +49% | +$68K | 0.01% | 706 |
|
|
2018
Q3 | $194K | Buy |
+3,951
| New | +$194K | 0.01% | 732 |
|
|
2017
Q3 | – | Sell |
-60
| Closed | -$1K | – | 1776 |
|
|
2017
Q2 | $1K | Buy |
60
+41
| +216% | +$683 | ﹤0.01% | 1561 |
|
|
2017
Q1 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1572 |
|