Stratos Wealth Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
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|
2025
Q1 | $872K | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $929K | Buy |
|
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.09M | Buy |
|
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|
2023
Q3 | $926K | Buy |
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|
2023
Q2 | $754K | Buy |
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|
2023
Q1 | $673K | Sell |
|
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|
2022
Q4 | $718K | Buy |
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|
2022
Q3 | $708K | Sell |
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|
2022
Q2 | $780K | Buy |
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|
2022
Q1 | $795K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $819K | Sell |
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|
2021
Q2 | $703K | Buy |
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|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $598K | Buy |
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|
2020
Q3 | $577K | Sell |
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|
2020
Q2 | $571K | Buy |
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|
2020
Q1 | $437K | Buy |
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|
2019
Q4 | $436K | Sell |
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|
2019
Q3 | $395K | Sell |
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|
2019
Q2 | $485K | Sell |
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|
2019
Q1 | $513K | Buy |
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|
2018
Q4 | $409K | Buy |
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|
2018
Q3 | $443K | Buy |
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|
2018
Q2 | $383K | Sell |
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|
2018
Q1 | $444K | Sell |
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|
2017
Q4 | $437K | Sell |
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|
2017
Q3 | $420K | Sell |
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|
2017
Q2 | $458K | Buy |
|
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|
2017
Q1 | $424K | Buy |
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|
2016
Q4 | $315K | Sell |
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|
2016
Q3 | $362K | Buy |
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|
2016
Q2 | $347K | Sell |
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|
2016
Q1 | $357K | Buy |
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|
2015
Q4 | $307K | Buy |
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|
2015
Q3 | $267K | Buy |
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|
2015
Q2 | $220K | Sell |
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|
2015
Q1 | $223K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $248K | Buy |
|