Steward Partners Investment Advisory’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
2,850
-1,237
| -30% | -$86.7K | ﹤0.01% | 1764 |
|
|
2025
Q1 | $280K | Buy |
4,087
+655
| +19% | +$44.9K | ﹤0.01% | 1480 |
|
|
2024
Q4 | $254K | Buy |
3,432
+686
| +25% | +$50.8K | ﹤0.01% | 1487 |
|
|
2024
Q3 | $175K | Buy |
2,746
+75
| +3% | +$4.79K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $124K | Buy |
2,671
+690
| +35% | +$32K | ﹤0.01% | 1671 |
|
|
2024
Q1 | $96.6K | Buy |
1,981
+540
| +37% | +$26.3K | ﹤0.01% | 1785 |
|
|
2023
Q4 | $83.4K | Sell |
1,441
-270
| -16% | -$15.6K | ﹤0.01% | 1765 |
|
|
2023
Q3 | $79K | Buy |
1,711
+350
| +26% | +$16.2K | ﹤0.01% | 1688 |
|
|
2023
Q2 | $68.4K | Sell |
1,361
-135
| -9% | -$6.79K | ﹤0.01% | 1752 |
|
|
2023
Q1 | $66.5K | Buy |
1,496
+298
| +25% | +$13.3K | ﹤0.01% | 1743 |
|
|
2022
Q4 | $38.6K | Sell |
1,198
-647
| -35% | -$20.8K | ﹤0.01% | 1945 |
|
|
2022
Q3 | $53K | Sell |
1,845
-974
| -35% | -$28K | ﹤0.01% | 1760 |
|
|
2022
Q2 | $90K | Sell |
2,819
-65
| -2% | -$2.08K | ﹤0.01% | 1540 |
|
|
2022
Q1 | $142K | Sell |
2,884
-440
| -13% | -$21.7K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $212K | Sell |
3,324
-11,578
| -78% | -$738K | ﹤0.01% | 1292 |
|
|
2021
Q3 | $1.31M | Buy |
14,902
+992
| +7% | +$87.4K | 0.02% | 577 |
|
|
2021
Q2 | $1.7M | Buy |
13,910
+10,835
| +352% | +$1.32M | 0.03% | 493 |
|
|
2021
Q1 | $399K | Buy |
3,075
+976
| +46% | +$127K | 0.01% | 974 |
|
|
2020
Q4 | $272K | Buy |
2,099
+600
| +40% | +$77.8K | 0.01% | 950 |
|
|
2020
Q3 | $152K | Sell |
1,499
-581
| -28% | -$58.9K | ﹤0.01% | 1060 |
|
|
2020
Q2 | $120K | Sell |
2,080
-356
| -15% | -$20.5K | ﹤0.01% | 1076 |
|
|
2020
Q1 | $87K | Buy |
2,436
+200
| +9% | +$7.14K | ﹤0.01% | 1052 |
|
|
2019
Q4 | $102K | Buy |
2,236
+100
| +5% | +$4.56K | ﹤0.01% | 1134 |
|
|
2019
Q3 | $63K | Hold |
2,136
| – | – | ﹤0.01% | 1269 |
|
|
2019
Q2 | $99K | Buy |
+2,136
| New | +$99K | ﹤0.01% | 1067 |
|
|
2018
Q4 | – | Sell |
-188
| Closed | -$8K | – | 2209 |
|
|
2018
Q3 | $8K | Hold |
188
| – | – | ﹤0.01% | 1987 |
|
|
2018
Q2 | $11K | Hold |
188
| – | – | ﹤0.01% | 1711 |
|
|
2018
Q1 | $10K | Hold |
188
| – | – | ﹤0.01% | 1580 |
|
|
2017
Q4 | $7K | Buy |
188
+164
| +683% | +$6.11K | ﹤0.01% | 1443 |
|
|
2017
Q3 | $0 | Hold |
24
| – | – | ﹤0.01% | 1777 |
|
|
2017
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1562 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$3K | – | 1573 |
|
|
2016
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 728 |
|