Allworth Financial’s Kelly Services Class A KELYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05K | Buy |
+175
| New | +$2.05K | ﹤0.01% | 3679 |
|
|
2025
Q1 | – | Sell |
-35
| Closed | -$503 | – | 4117 |
|
|
2024
Q4 | $503 | Sell |
35
-1
| -3% | -$14 | ﹤0.01% | 3595 |
|
|
2024
Q3 | $771 | Buy |
36
+8
| +29% | +$171 | ﹤0.01% | 3307 |
|
|
2024
Q2 | $622 | Hold |
28
| – | – | ﹤0.01% | 3309 |
|
|
2024
Q1 | $702 | Hold |
28
| – | – | ﹤0.01% | 3187 |
|
|
2023
Q4 | $606 | Hold |
28
| – | – | ﹤0.01% | 3089 |
|
|
2023
Q3 | $510 | Hold |
28
| – | – | ﹤0.01% | 3039 |
|
|
2023
Q2 | $494 | Hold |
28
| – | – | ﹤0.01% | 2905 |
|
|
2023
Q1 | $465 | Hold |
28
| – | – | ﹤0.01% | 2854 |
|
|
2022
Q4 | $473 | Buy |
+28
| New | +$473 | ﹤0.01% | 2644 |
|