Sutton Wealth Advisors’s Stewart Information Services STC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.91K | Hold |
135
| – | – | ﹤0.01% | 561 |
|
|
2023
Q2 | $5.55K | Hold |
135
| – | – | ﹤0.01% | 548 |
|
|
2023
Q1 | $5.45K | Sell |
135
-188
| -58% | -$7.59K | ﹤0.01% | 504 |
|
|
2022
Q4 | $13.8K | Buy |
323
+31
| +11% | +$1.33K | 0.01% | 833 |
|
|
2022
Q3 | $12.7K | Sell |
292
-192
| -40% | -$8.38K | 0.01% | 820 |
|
|
2022
Q2 | $24.1K | Buy |
484
+13
| +3% | +$647 | 0.01% | 604 |
|
|
2022
Q1 | $28.5K | Sell |
471
-6
| -1% | -$364 | 0.01% | 591 |
|
|
2021
Q4 | $38K | Buy |
477
+6
| +1% | +$478 | 0.01% | 502 |
|
|
2021
Q3 | $29.8K | Hold |
471
| – | – | 0.01% | 567 |
|
|
2021
Q2 | $26.7K | Buy |
471
+179
| +61% | +$10.1K | 0.01% | 616 |
|
|
2021
Q1 | $15.2K | Hold |
292
| – | – | 0.01% | 756 |
|
|
2020
Q4 | $14.1K | Hold |
292
| – | – | 0.01% | 708 |
|
|
2020
Q3 | $12.8K | Hold |
292
| – | – | 0.01% | 670 |
|
|
2020
Q2 | $9.49K | Sell |
292
-113
| -28% | -$3.67K | 0.01% | 720 |
|
|
2020
Q1 | $10.8K | Sell |
405
-338
| -45% | -$9.01K | 0.01% | 632 |
|
|
2019
Q4 | $30.3K | Hold |
743
| – | – | 0.02% | 451 |
|
|
2019
Q3 | $28.8K | Hold |
743
| – | – | 0.02% | 463 |
|
|
2019
Q2 | $30.1K | Hold |
743
| – | – | 0.02% | 455 |
|
|
2019
Q1 | $31.7K | Hold |
743
| – | – | 0.02% | 425 |
|
|
2018
Q4 | $30.8K | Hold |
743
| – | – | 0.02% | 385 |
|
|
2018
Q3 | $33.4K | Hold |
743
| – | – | 0.02% | 406 |
|
|
2018
Q2 | $32K | Hold |
743
| – | – | 0.02% | 410 |
|
|
2018
Q1 | $32.6K | Hold |
743
| – | – | 0.02% | 393 |
|
|
2017
Q4 | $31.4K | Buy |
743
+338
| +83% | +$14.3K | 0.02% | 396 |
|
|
2017
Q3 | $15.3K | Sell |
405
-32
| -7% | -$1.21K | 0.01% | 634 |
|
|
2017
Q2 | $19.8K | Buy |
437
+32
| +8% | +$1.45K | 0.02% | 530 |
|
|
2017
Q1 | $17.9K | Hold |
405
| – | – | 0.02% | 553 |
|
|
2016
Q4 | $18.7K | Hold |
405
| – | – | 0.02% | 519 |
|
|
2016
Q3 | $18K | Hold |
405
| – | – | 0.02% | 488 |
|
|
2016
Q2 | $16.8K | Hold |
405
| – | – | 0.02% | 492 |
|
|
2016
Q1 | $14.7K | Buy |
+405
| New | +$14.7K | 0.01% | 514 |
|