Steward Partners Investment Advisory’s Clear Secure YOU Stock Holding History

Steward Partners Investment Advisory’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34.8K	Buy
2025 Q2	$1.17K	Hold
2025 Q1	$1.09K	Hold
2024 Q4	$1.12K	Buy
2022 Q2	–	Sell
2022 Q1	$8K	Buy
2021 Q4	$1K	Buy
2021 Q3	$0	Buy